Help Baby Boomers Plan for and Achieve Financial Security during Their Retirement Years
More than 76 million baby boomers, nearly 28% of the U.S. population, are quickly approaching retirement. Give them the retirement tools to plan it right with Plan ItTM: Retire Ready Toolkit.

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.

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Created for anyone planning for retirement, Plan It is specifically targeted at Baby Boomers (40-to-60-year-old members).



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 $945 for credit unions with greater than $20 million in assets, and only $650 for those with $20 million or less. Want a product tour and special pricing? Call Darlene at 800-356-9655, ext. 4344.