Loyola University and Loyola University Employee Federal Credit Union
For close to two decades we have been hosting financial and pre-retirement educational workshops on behalf of Loyola University Human Resource Department and Loyola University Employees Federal Credit Union. The focus of our workshops is to help educate employees on the preparatory steps that should be taken to help ensure a financially independent retirement.
Attend one of our upcoming educational workshops at Loyola!
Loyola Credit Union - Maywood
Tuesday, March 17th, 2020 - CANCELED
Tuesday, April 14th, 2020
Thursday, April 30th, 2020
Tuesday, May 12th, 2020
Thursday, May 21st, 2020
Tuesday, June 9th, 2020
Thursday, June 25th, 2020
Thursday, July 9th, 2020
Tuesday, July 21st, 2020
The above workshops are held at the Loyola University Employees Federal Credit Union in room 0903 of the Maguire Center from Noon - 1:00pm.
Water Tower Campus
Wednesday, March 18th, 2020 - Lewis Towers, Regents Hall, 16th Floor - CANCELED
Wednesday, April 8th, 2020 - Lewis Towers, Beane Hall, 13th Floor
The above workshops are held at the Water Tower Campus, 111 E. Pearson St., Chicago from Noon - 1:00.
Lake Shore Campus
Wednesday, April 15th, 2020 - Damen Student Center, SJMPR North (2nd Floor)
The above workshops are held at the Lake Shore Campus, Rogers Park from Noon - 1:00.
We are, of course, available at other times and locations if these workshops are inconvenient. Ask us about making arrangements for a workshop for your department or call us for a complimentary personal appointment!
"In working with employees over the years, I have found that many employees are confused and paralyzed when it comes to doing retirement or financial planning. There have been so many benefit and legislation changes over the years that they often don't know where to begin. One of the most rewarding events for me as a financial advisor is to work with employees and design strategies to help reduce their anxiety by preparing a financial blueprint of their situation. This blueprint incorporates our spending distribution model that strives to give the employees a snapshot of their financial picture today, and through retirement. By including all the benefit pieces such as social security, pension, LUERP, and 403B we are able to come up with a common denominator that helps to combine all of these pieces together. After the blueprint has been reviewed our goal is to have all employees have a clearer view of their current financial picture and retirement cash flow. I often hear that people feel like the fog has been lifted and that they feel more at ease” - Joseph Schoenhardt
The Process for Loyola Employees
Education - It is Infinity Financial Concept's goal to provide you with direction so you can make informed decisions in establishing a financial foundation for retirement.
Discovery - We pose thought provoking questions about retirement that you may have never thought to ask before, we help you gather the necessary documents and we create the Blueprint which is based on your needs and dreams. Click here for a list of necessary documents.
Blueprint Development - Your blueprint is drafted to incorporate your existing portfolio pieces to provide you with a snapshot of your income needs during retirement.
Analysis - We analyze and assess your current financial position and evaluate whether or not changes need to be made to reach your retirement income goals.&
Guidance - We guide you through our recommendations of the necessary steps for you to take to ensure that you are on the right path to better meet your retirement needs.
Act - You've worked hard to create your nest egg, we've worked hard to help you understand your nest egg, it's now time for you to act.
"It's Hard To Plan Effectively When Confused"
The following questions are the most frequently asked questions from Loyola Employees:
- Should I stop putting money into my 403b during these tough economic times?
- How long will I have to work? Will I ever be able to retire?
- How much money will I need each month in retirement?
- Will I run out of money in my retirement?
- What roles do my Loyola retirement benefits play in planning my retirement?
- Is a Roth IRA conversion a smart move for me?
If you have been wondering about these or any other retirement related questions, please use the "contact us" link above to send us an email and your questions. You can also download our worksheet of important questions for you to answer when preparing for your retirement, click here for the worksheet.
Infinity Financial Concepts Advisors are independent financial advisors affiliated with Securities America America, Inc. As independent advisors we do not have limitations or requirements to use any specific investment product or solution; this allows us to create customized financial plans designed to provide income and growth for our clients.