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Stuffers, Brochures and Drive-Up Envelopes Personal Finance Publications and Resources Member Education Materials by Topic Member Financial Literacy Home |
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Money Mix
Help Baby Boomers Plan for and Achieve Financial Security during Their Retirement Years This retirement planning Web site is loaded with interactive tools and timely features for 40-to-60-year-olds, all backed by expert retirement advice. More than an information source, it's a take action interactive site filled with financial calculators, charts, checklists, progress-tracking tools, new short courses, and more.
![]() Created for anyone planning for retirement, Plan It is specifically targeted at Baby Boomers (40-to-60-year-old members). ![]()
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Product Details Learn more about Plan It. Marketing Materials Subscribers have access to FREE ready-to-use, customizable marketing materials to help drive members to Plan It. Frequently Asked Questions Find answers to common questions about Plan It. Related Resources View all eight CUNA onlineEDGE products designed for your members. ![]() An annual subscription to Plan It is $850. An annual subscription for credit unions with $20 million or less in assets is only $650. If you have questions or would like a product demonstration, send us an e-mail or call 800-356-9655, ext. 4344 or 4959. Pack-it-up! Save when you buy more!Mix & Match - Get 15% off when you subscribe to 4 CUNA onlineEDGE products. Enter code W01209 when subscribing. New subscribers only.
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