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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 effective strategies:
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 individualšs 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, |
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