Altra’s Routing #: 291881216

Rollover Planning Webinar

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Rollover Planning Webinar

September 28 @ 6:00 pm - 7:00 pm

Free
Rollover Planning

Understand the options for your existing retirement savings.

Tuesday, September 28, 2021 6:00 pm CST
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

When people change jobs or prepare for retirement, they often need to make decisions on their retirement plans and pensions. Attend our no-cost, no-obligation Rollover Planning webinar on June 29 at 6 pm CST and learn some of the rules and options available for your existing retirement savings, including:

  • Pros and Cons to leaving your money in the company plan
  • Possible taxes or penalties we may face when moving money
  • Options for moving it your new company plan
  • Rolling it over to a personal IRA

Reserve your virtual seat today!
Select the registration button. On the following screen click the blue text link that says “register”, fill in your info and click ‘submit’. You will receive a confirmation email from “[email protected] on behalf of Michael Mason” that contains instructions for joining the meeting.

Please contact Shelia Peterson, Altra Financial Advisors Senior Program Coordinator, at 888-777-5211 or email [email protected] with any questions.

MGA-3013504.1-0320-0422 © 2020 CUNA Mutual Group
FR-3436908.1-0221-0323

Contact Altra Financial Advisors

Altra Financial Advisors is licensed to serve members in Arizona, California, Colorado, Florida, Iowa, Michigan, Minnesota, North Carolina​​, South Dakota, Texas, Washington and Wisconsin.​

Meet our Advisors and learn more about the financial professionals serving Altra members! You may also contact us at 888.777.5211 or email Sheila Peterson at [email protected] to schedule a no-cost, no-obligation consultation in person or by phone.

Check the background of these investment professionals on FINRA's BrokerCheck.

Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant. The Altra Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

*Altra Financial Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3636496.1-0621-0723

Details

Date:
September 28
Time:
6:00 pm - 7:00 pm
Cost:
Free

Venue

Virtual Webinar
Document