Retirement Road Map

Problem

How might we encourage healthy financial and life behaviors for pre-retirees aged 40 to 65?    

Solution

Retirement Roadmap:  the unique credit union retirement planning platform that combines a holistic view of retirement with activities and rewards designed to promote long-term engagement.

 

Ericka Hewitt
Ericka Hewitt
Senior Manager, Corporate Planning
Michael Atkinson
Michael Atkinson
Vice President Wealth Management
Lauren Culp
Lauren Culp
Cooperative Trust Manager
Filene Research Institute