Plan Now For Retirement!

Many United Way Retirees Wish they had...

  • Taken better care of their health - a large issue affecting quality of retirement
  • Planned better - financially and emotionally
  • Saved more money/started earlier 

Are You prepared...

  • By the end of 2010 roughly 2.3 million people are expected to retire, according to the Social Security Administration. 
  • According to a 2010 survey by the Employee Benefit Research Institute, 35 percent of Americans—up from 30 percent just a year ago—feel financially ill-prepared for retirement. 
  • Almost four in 10 Americans are not currently saving for retirement*
  • Many Americans Are Not Financially or Emotionally Prepared for Retirement* 
*2009 Charles Schwab Survey conducted by Kelton Research 


UWRA Can Help - Publications, Resources and Webinars...

Encourage and empower United Way staff (current and former) to take the initiative in planning for their retirement and to view it as a lifelong effort.  

This is the goal behind UWRA’s retirement initiative which is geared to imparting knowledge, lessons learned and assistance that will trigger advance retirement planning activities.  Planning successfully for retirement has become more complex, given the changing retirement landscape combined with market volatility and uncertainties surrounding Social Security and health care.  For these reasons, the UWRA Board has placed a very high priority on this comprehensive and multi-faceted program.


UWRA Publications 

In 2008 in concert with United Way of America’s national initiative, the United Way Financial Stability Partnership, UWRA prepared two booklets, Choosing a Financial Advisor and It’s Never to Early or Too Late to Plan for your RETIREMENT, which were provided free of charge to over 1200 local United Way organizations for each of their 20,000 employees and to all UWRA members. This effort was made possible by UWRA endowment income.
PDF versions of these publications may be accessed by clicking below and hard copies are available by contacting the UWRA office.  

Webinar Series

Based on UWRA’s continuing work in this area (i.e., research and input from community committees, AARP, United Way Human Resource professionals, and United Way retirees) and with the endorsement from the United Way National Professional Council; UWRA is offering other retirement planning tools geared to helping United Way staff and retirees such as a Webinar series aimed at providing practical information on some of the issues that have surfaced. 

In addition to the two publications and helpful resources, UWRA initiated the series of webinars in 2011, which are dedicated to issues around retirement planning and living in retirement.  To complement these webinars and fill a perceived unmet need, UWRA continues to explore the feasibility of developing a retirement coaching program.  Such a program, if instituted, would train selected UWRA members as advocates who, in turn, would help others to negotiate the journey to retirement.


Please click here for additional Webinar Information


Please click here for UWRA retirement coaching information


Please click here for information related to Retirement Planning Resources such as Calculators