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i3 Concept |

Retirement Positioning System

  • Chris Chippindale SVP, Northern Operations at Ent Credit Union
  • Sharon Gaugler Chief Lending Officer at A+ Federal Credit Union
  • Lauren Fogarty Chief Digital Strategies Officer at Christian Financial Credit Union
  • Joni Walker Branch Manager at Park Side Financial Credit Union

Problem:

Fewer and fewer people are financially able to live the dream of a traditional retirement.

Solution:

A resource and interactive tool to help members navigate through these complex rules, create budgets, and consider alternative scenarios for planning and maintaining their income through semi-retirement.

Test Results:

Prototype was in development at CU Solutions Group but no results were documented.

Getting Started: Contact us to learn more about this idea from Filene i3.