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Retirement Readiness Education Empowers UPS Drivers at Teamsters Local 771

At Teamsters Local 771, UPS drivers are taking important steps toward a secure financial future through our Retirement Readiness education program. Delivered in partnership with our holistic planning firm, the program equips members with the knowledge and tools needed to confidently navigate retirement.

Our approach to retirement planning is comprehensive. We consider and coordinate every key aspect of your financial life, including:

  • Wealth management

  • Tax-saving strategies

  • Social Security maximization

  • Retirement plan rollover options

  • Health insurance decisions

  • Estate planning

By addressing all these critical areas together, we help ensure that our clients are not only financially prepared but also empowered to make informed decisions about their future.

 
 
 

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: PA, CA, CO, CT, DE, FL, IL, KY, MD, ME, MI, MT, NC, NJ, NM, NY, OH, TN, TX, VA

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This Material contains only general descriptions and is not intended as any financial or tax advice. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you.  In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. â€‹

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We do not offer every plan available in your service area. Any information we provide is limited to those plans we do offer in your area.

Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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LPL Service Center (800) 877-7210 x6835​​

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© 2022 Landis Financial Advisors, Inc.

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