Financial Planning
The Funds offer retirement planning seminars in conjunction with the First Trade Union Bank and the New England Regional Council of Carpenters periodically throughout the year. These retirement planning sessions are general in nature and are meant to provide members and their spouses with a broad understanding of the value of your pension, annuity, and retiree health benefits.
In addition to a presentation from the Fund office, a licensed financial planner from Morgan Stanley-Smith Barney will present Living Your Way – Planning for Retirement . This presentation will focus on:
* Why retirement planning is important.
* What do you want to do after retiring?
* When will you retire?
* How much money will you need?
* What is your action plan?
We encourage anyone 50 or older to consider participating in one of these sessions.
Watch for seminar announcements in the Carpenter Magazine, published by the New England Regional Council of Carpenters. You may also contact Ann Parson at the First Trade Union Bank for more information (617.728.7305).