fair is designed to have people think more
carefully about the type of lifestyle they would like to pursue in
retirement and then link it to their financial plan.
How does it work?
Participants visit seven lifestyle booths during the fair. At each
booth they ponder a series of questions and then make an assessments
about how much they will most likely spend on that aspect of their
retirement lifestyle. After visiting each booth they then hear how to
link their lifestyle choices to their retirement savings. They are
strongly encouraged to get detailed advice from a retirement planner who
will help them assess whether they are on track to be able to finance
the lifestyle options they chose. A participant takes about 60
minutes to complete the process.
The fair is applicable to people of all ages, not just those nearing
retirement. It is designed to not only help people adequately save for
retirement but it encourages people to plan for all lifestyle aspects of
Last year, 1,375 estimated adults participated in 25 Retirement Fairs in the U.S. In 2016, "Retire on Track" won a prestigious CUNA Diamond Award
in the "Financial Education" category.
The National Credit Union Foundation in
cooperation with the CUNA Mutual Group has developed a Retirement
Fair, "Retire on Track", to assist credit unions help their members and staff better prepare
for retirement. The