Retirement and Estate Planning

Retirement and Estate Planning

Quorum Federal Credit Union

Free for your employees!

customizable 30-60 minutes

This is a Corporate Workshop, we come to you!

We will travel Anywhere beyond 10603

Wellness Workshop DescriptionSchedule This Workshop

Learn specific strategies for wealth transfer using tax advantaged IRA’s to supplement your 401k and build a legacy.  This course doesn’t just focus on pre-retirement wealth accumulation, but also planning for preserving your wealth while still enjoying your retirement years to the fullest.   Then, subsequently, passing on your legacy in the most tax efficient manner to your heirs.  This course is not only for those employees eyeing retirement, but for any employee who wants to help an elderly parent or grandparent they are tasked with caring for.

AV Needs: Projector

Cost Description: Free for your employees!

About The HostContact Provider

Banking that’s good. For you.

We are dedicated to creating banking products that help members with their everyday needs and life goals. When we offer up choices, we make them simple by boiling them down to what’s good for you—and your wallet.

This is why, for over 80 years, our partners continue to choose us as their Credit Union. We’re proud to be the credit union for employees of companies like the Kraft Heinz Company, Mastercard, Avon, Ogilvy, and Mondel

Financial Wellness statistics


of Americans live paycheck to paycheck, regardless of income


of employers report absenteeism and tardiness due to employee financial stress


increase in retention when employees have access to an employer sponsored credit union

Schedule This Workshop