United Labor Credit Union’s (Kansas City) held its 6th Annual Union Retiree Financial Forum, on Thursday, March 20, 2014.
This event was open to credit union members in the Kansas City area.
The free, educational forum was a fun-filled day of industry experts presentations that focused on retirement. These experts covered topics like the Affordable Heath Care Act, estimating healthcare costs into retirement, estate planning, social security fundamentals, how NOT to outlive your money, income during retirement, and more.
Internationally acclaimed comedian and hypnotist, Terry DaVolt, emceed the event. He kept the audience on their toes and the event on schedule. See the picture at top right.
Special guests included Walter Smith (retired Roofers’ Local 20 member), a screener for the National Building Trades Medical Screening Program, and Walt Ingram, who shared information about the mission of Union Sportsmen’s Alliance.
If your credit union has members that belong to a union, please feel free to invite them to next year's event, which will be held on Thursday, March 26, 2015. More information will be released closer to the date.
United Labor Credit Union would like to thank the following sponsors and presenters for making the event possible:
|I.B.E.W. Local Union No. 125||S.M.A.R.T. Local Union No. 2|
|Pipefitters' Local Union No. 533||Blue Cross Blue Shield of Kansas City|
|Roofers' Local Union No. 20||OPCMIU Local Union No. 518|
|Insulators' Local Union No. 27||Laborers' Local Union No. 1290|
|Laborers' Local No. 264||Boilermakers Local Union No. 83|
|Mr. Terry Da Volt||Christa Smith, Advanced Patient Advocacy|
|Craig Reaves, CELA, Reaves Law Firm, P.C.||Robert Burks, RBC Wealth Management|
|Jeffrey Gentle, Ivy Funds||Chris Staniforth, Invesco|
|Kevin Tessmer, Nationwide||Walter Smith, Natl Bldg Trades Medical Screening Program|
|Walt Ingram, Union Sportsmen's Alliance||RBC Wealth Management|