Retired And Broke Is No Joke:
Rosewood Retirement Advisory Services for CBTU
Of the 110 million workers today, nearly
50 million have not begun to save and invest through an employer-sponsored
retirement plan. While union membership emphasizes the benefits
of a pension plan and savings, knowing how much is required for
retirement and having a focused strategy and plan remains a challenge.
Individuals approaching retirement could realize too late that their
nest egg is too small and that they might face financial hardships
and a lower standard of living.
Since 1998, Rosewood Retirement Advisory Services
has conducted investment education workshops and seminars for CBTU
chapters, regions, and the national convention. The company, which
is based in Tallahassee, Florida, also advises individual CBTU members
and individual unions on Social Security and pension income management.
Rodney Roberts, Rosewood's liaison to CBTU, has conducted seminars
and held personal finance meetings across the country with numerous
labor clients, including: AFSCME in Chicago; NEA national teachers
convention in Orlando; UFCW in Atlanta, Kansas City (MO), Buffalo
(NY); and the
South Florida AFL-CIO.
In these sessions, union members have learned
- what to do with extra money from pay increases;
- how to set up financing for young children1s college
- how to make sound money decisions to achieve retirement
Rosewood's retirement planning process is designed
to provide CBTU members and chapters with thorough and detailed
information in easy-to-understand language. Each person is assigned
a retirement counselor who will examine the individual1s expenses,
income and available assets to determine the best plan of action
for both pre-retirement and retirement. Get expert advise. Don't
go broke. Be money smart.
For more information about retirement planning,
contact: J. Rodney Roberts 1-800-370-4846