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May 23, 2013
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5th Annual Union Retiree Financial Forum
Updated On: Mar 08, 2013

The United Labor Credit Union is hosting its 5th Annual Union Retiree Financial Forum on Thursday, March 7, 2013, from 2:00 PM till 8 PM at Gladden Hall, located at 6320 Manchester Ave, Kansas City, MO 64133 (Lower Level of the Visions Building/IAFF Local 42 Union Hall).

Traditionally, this event has been held during the day; however, this year this event will be held later in the day to allow more individuals who are still employed the opportunity to attend this year’s forum.

The Union Retiree Financial Forum is FREE and open to all Union members and households, retired or considering retirement and credit union membership is not required.  This event which promises NO sales pitches for specific programs or services.

This year’s Forum will feature the following speakers:

  • Robert Burks, RBC Wealth Management, “Dos and Don’ts of Retirement Planning”
  • Chad Terry, National Marketing Director, BlackRock Investments, “Your Blue Collar Guide to Social Security”
  • Clark Creighton, Pacific Life, “Get Answers to your Medicare, Medicaid and Long-Term Care Questions”
  • Craig C. Reaves, CELA, Reaves Law Firm, P.C. “Protecting your assets, qualifying for public assistance benefits and planning for the long term”
  • Ed Smith, Ullico CEO, “Your significance as an active Union retiree”
  • H&R Block Senior Tax Adviser, “New tax implications for seniors and retirees.
  • Brian McRae, Keynote Speaker, Kansas City Royals Baseball Club Alumni, “Life after baseball – Retiring from MLB meant new opportunities for life”.

For more information, call ULCU at 816.313.2848 during business hours or visit their website by clicking here. Reserve your spot by Registering Now.


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