Welcome to the 2014 Union Retiree Financial Forum Information Page! Learn more about the event, our presenters and partners. Then, register below to take part! Print and post the event flier ...
Register NOW for United Labor's 6th annual Union Retiree Financial Forum to be held Thursday, March 20, 2014, 8 a.m. - 2:30 p.m., in Gladden Hall of the Visions Building, located at 6320 Manchester Ave., in Kansas City, Mo. There is NO COST to attend, and no sales pitches! But, make sure you are registered so we save you a seat, reserve your gift and have enough hot food for all our guests. See the prospectus below for information on the program.
EACH GUEST MUST REGISTER SEPARATELY, COMPLETE THE REGISTRATION FORM TO THE RIGHT
Save the Date for the 2014 Union Retiree Financial Forum, Hosted by United Labor Credit Union
Thursday, March 20, 2014, 8 a.m. – 2:30 p.m.
8 a.m. – Registration and breakfast
8:15 a.m. – Welcome and Introductions, Erin Williams, Vice President, Marketing Business Development, United Labor Credit Union
8:30 a.m. – Morning Keynote: “How the Affordable Care Act Impacts You,” Christa Smith, Vice President Business Development, Advanced Patient Advocacy
9:30 a.m. – “Planning Your Estate to Avoid Pitfalls, Probate and Problems,” Craig Reaves, CELA, President, Reaves Law Firm, PC
10:30 a.m. – “Don’t Outlive Your Money!” Robert Burks, Senior Vice President, RBC Wealth Management; “Addressing Your Debt in Retirement,” Tim Vogler, President, United Labor Credit Union
11:30 a.m. – “Social Security Fundamentals: Guidelines for Making Well-Informed Decisions,” Jeffrey Gentle, CFA, Client Portfolio Strategist, Product Management and Development Group, Ivy Funds
12:15 Lunch – “Get Screened!” Mini-presentation by Walter Smith, Building Trades National Medical Screening Program; Mini-presentation by Walt Ingram, Union Sportsmen's Alliance; Lunch catered by HyVee
12:30 p.m. – “Turning History Into Opportunity," Chris Staniforth, Regional Vice President, Invesco
1:30 p.m. – “Facts About Health Care in Retirement (including 'Retirees and Future Health Care Cost Assessment'),” Kevin Tesser, Nationwide Retirement and Investing
PRINT THE EVENT SCHEDULE NOW! Click link to the right for the schedule at-a-glance of the 6th annual Union Retiree Financial Forum to be held Thursday, March 20, 2014! And, don't forget to Save the Date on your calendar!