Register TODAY for the 4th annual Union Retiree Financial Forum. It's FREE! And you'll get a great lineup of speakers providing information on all sorts of retirement topics, just for spending the day with us and your Union brothers and sisters at United Labor. Featured speakers and special guests of the forum are outlined below. Please take a few minutes to review the great lineup of topics and experts who will give you information without any commericals or sales pitches! View or print the schedule of events now.
SPONSORSHIPS AVAILABLE!
The annual Union Retiree Financial Forum could not take place without the generous support of its sponsoring Union Locals and other affiliated organizations. Sponsorships are currently available in any amount, print sponsorship form now.
WHAT'S MORE ... Breakfast and lunch will be catered by Grandma's Office Catering. Vision and hearing screening, as well as blood pressure and cholesterol screening will take place throughout the day. REGISTER NOW!
Missouri Attorney General, Chris Koster
KEYNOTE SPEAKER - 2:15 – 2:55 p.m. Mr. Chris Koster, Missouri Attorney General “Protecting the Rights of Missouri’s Senior Consumers ”
Chris Koster was sworn in as Missouri's 41st Attorney general on January 12, 2009. Since becoming AG, Koster has focused efforts on detecting and prosecuting Medicaid fraud, pursuing mortgage-relief and debt-settlement scams, cracking down on fraudulent auto service contract businesses, using Missouri's legal authority to protect our water resources and educating public officials of their obligations under Missouri's Sunshine Law.
Prior to being elected Attorney General, Koster served in the Missouri Senate representing Cass, Johnson, Bates and Vernon counties. He previously served as Cass County Prosecuting Attorney for 10 years. No, Koster aggresively works to protect the rights of Missouri's senior consumers, and prosecutes those who prey on seniors, putting con artists behind bars.
Mr. Jeff Lanza, FBI Special Agent (ret.)
8:45 – 9:20 a.m. - Mr. Jeff Lanza, Retired Special Agent, Federal Bureau of Investigation “Protecting your nestegg: Stop the con-man before he stops you!”
Retired FBI Special Agent Jeff Lanza will engage you with his informative and entertaining multi-media presentation on senior citizen fraud prevention and a program reinforcing the importance of the financial advisor-client relationship when it comes to fraud. His presentation provides lots of take-away value for financial advisors and their clients. Lanza has appeared on the Today Show, Good Morning America, Larry King Live, and Fox National News. His expertise has been featured in The AARP Bulletin's "Scam Alert" column.
Mr. Robert Burks, Senior Vice President, RBC Wealth Management
9:30 – 10:15 a.m. - Mr. Robert Burks, Senior Vice President, RBC Wealth Management, “Earning Income in Retirement”
Mr. Robert Burks, Senior Vice President, RBC Wealth Management, regularly works with United Labor Credit Union members and Local Union members about preparing for retirement. With over 30 years of financial services experience, he will focus on offering tools to help retirees create an income plan during retirement years, and converting wealth to income. For additonal information about Mr. Burks, visit http://www.rbcwmfa.com/robert.burks/.
BREAK - 11:30 to Noon - LUNCH SERVED & Special Presentation by Walter Smith, National Building Trades Medical screening Program
Mr. Chad Terry, Certified Financial Planner, BackRock Investments
10:30 – 11:15 a.m. - Mr. Chad Terry, Certifed Financial Planner, BlackRock Investments,
"Social Security Wins & Sins”
Certified Financial Planner(R), Chad Terry, will answer questions for those who are confused about when to claim, and eligibility for benefits in his program, "Social Security Wins & Wins." He will uncover the truth from the myths surrounding Social Security in plain language. Mr. Terry has over 15 years of experience in financial services and retirement planning, and is currently with BlackRock(R) Investments.
American Association of Retired Persons
12:15 – 1:00 p.m. - AARP Speak Out! Advocate,
“Introduction to AARP‘s New Home Fit Program”
AARP's new Home Fit initiative will be presented by an AARP volunteer who is a member of the organization's Missouri Speakers Bureau, "Speak Out!" Home Fit provides a collection of home-related information and tips that can help you keep your home in top form for comfort, safety and livability. Home Fit was developed because AARP surveys have indicated that nearly 90 percent of people 45+ want to remain in their current home and community for as long as possible. Presentation attendees will receive a free AARP Home Fit Guide and oven rack stick.
Mr. Jeffrey Easterday, Attorney, Parman & Easterday
1:15 – 2:00 p.m. - Mr. Jeffrey Easterday, Attorney, Parman & Easterday, “The Biggest Estate Planning Mistakes People Make”
Local attorney Jeffrey Easterday will discuss "The Biggest Estate Planning Mistakes People Make," a topic he has been sharing with groups and clients in the Kansas City area for over two decades as a partner in one of the Midwest's leading estate planning law firms, Parman & Easterday.
Mr. Walter White, Chiefs Ambassador
Former Kansas City Chiefs tight end Walter White will be accompanied by other Chiefs Ambassadors and host an autograph table. Signed Kansas City Chiefs footballs will be given away througout the day.
United Labor Credit Union | 6320 Manchester Ave., Suite 41-C | Kansas City, MO 64133 Phone: (816) 313-2848 | Fax: (816) 313-2854 | E-mail: erin@UnitedLaborCU.org Mr. Tim Vogler, President