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United Labor Credit Union Hosts 7th Annual Union Retiree Financial Forum

United Labor Credit Union (Kansas City) hosted dozens of members on Thursday, March 26, 2015, for the 7th annual Union Retiree Financial Forum (URFF.) The free, one-day event illuminated topics faced by union retirees from many local crafts (ULCUs SEG groups), and those soon to embark upon their golden years.

Volunteers donated their time and expertise during six 45-minute informational programs, including:

  • 8:45 a.m. – “How to Take Payouts from Your Pension Plan,” Robert Burks, SVP and financial advisor, RBC Wealth Management
  • 9:45 a.m. – “Understanding & Identifying Long-Term Care Needs," David Mehrer, certified retirement planning counselor, Ameriprise Financial Services, Inc., and John Gibbons, divisional vice president, Genworth  Financial-LTC
  • 10:45 a.m. – “Managing & Eliminating Debt During Retirement,” Tim Vogler, President/CEO, United Labor Credit Union
  • 12:15 p.m. – “401(k) Rollover Answers: Taxes & Conversions,” Robert Burks, SVP - financial advisor, RBC Wealth Management
  • 1:15 p.m. – “(Estate) Planning with Intentionality,” Jane Williams, LLC, Estate Planning Law Firm
  • 2:15 p.m. – “Your Out-of-Pocket Healthcare Costs After Retirement," Mark Compton, Blue KC senior account executive, Labor Market & Motors; and Dan Watkins, Medicare supplement sales advisor

“It’s so important to us at United Labor to build relationships with the presenters at our many educational events,” says Erin Luttrell, vice president of Marketing & Business Development. “We promise our members and guests they will not receive any sales pitches for products or services, and we ensure that our experts keep that promise.”

Luttrell believes the educational, non-sales approach to this state and national award-winning program is the main reason people keep coming back year after year to learn more, and word-of-mouth plays a large role in the forum’s popularity. Approximately 600 members and guests have taken part in the Union Retiree Financial Forum since 2009.

ULCU President Tim Vogler says the staff and Board of Directors remain dedicated to the credit union’s many financial education endeavors.

“We strive each year to make sure we are reaching every segment of our potential membership, in an informative, productive and even entertaining way,” says Vogler.

The 2015 Union Retiree Financial Forum was not short on entertainment. Internationally acclaimed entertainer, magician and hypnotist “T Texas” Terry DaVolt was on hand to emcee the event and propel the program forward. Participants were wowed by his Wild West Show and more. 

Breakfast, lunch, gifts and prizes were sponsored by generous donations from the following local unions and affiliates: I.B.E.W. Local 124; RBC Wealth Management; Pipefitters’ Local 533; Boilermakers’ Local 83; Laborers’ Local 264; SMART Local 2; IUPAT 2012; and Roofers’ Local 20. The 8th annual Union Retiree Financial Forum will be held in March 2016, on a date to be determined. 

Caption (top): Attendees learn how to identify long-term care needs from David Mehrer, certified retirement planning counselor, Ameriprise Financial Services, Inc.

Caption (bottom): Terry DaVolt keeps attendees laughing at the forum. DaVolt keeps attendees laughing at the forum.