Courtney Moran, executive director of the Cornerstone Foundation, and Cynthia Campbell, CXO at BALANCE, recently joined Mike Lawson on the CU Broadcast to share details of their new BALANCED Life Retirement Experience learning program.
Both Moran and Campbell shared what the program is all about, how it will help members think about the kind of retirement they want, and design a roadmap to get there. The program is experiential learning about retirement and designed based on common scenarios for different stages of life.
Research shows that the average American adult is woefully unprepared for retirement. Credit unions can be the catalyst in turning this trend around while enhancing their value as a primary resource in retirement planning.
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