Altra’s Routing #: 291881216
Altra Financial Advisors

AFA Webinars

Three Transitions to Retirement Webinar

Monday, August 3 • 6:00 pm CDT
Presented by CUNA Mutual Group
Offered by Altra Financial Advisors located at Altra Federal Credit Union

Reserve your virtual seat today by clicking the Register button below.
Click a session time and then click the blue Register link. A confirmation with instructions on how to sign in will be sent to you.

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

Here’s an opportunity to attend a valuable virtual seminar on this topic, “Three Transitions to Retirement: It’s about more than just the money”.
During this session, you’ll learn:

  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement

Space is limited so please make your reservations today.
Please contact Shelia Peterson, Altra Financial Advisors Senior Program Coordinator at 800-755-0055 or [email protected] with any questions.

 *MGA-3055100.1-0420-0522 © 2020 CUNA Mutual Group
**FR-3171066.1-0720-0822

Income For Life Webinar

Tuesday, August 11 • 6:00 pm CDT
Presented by CUNA Mutual Group
Offered by Altra Financial Advisors located at Altra Federal Credit Union

Reserve your virtual seat today by clicking the Register button below.
Click a session time and then click the blue Register link. A confirmation with instructions on how to sign in will be sent to you.

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Here’s an opportunity to attend a valuable virtual seminar on this important topic, “Income for Life: Guaranteeing retirement income to last a lifetime” at no cost and no obligation. During this session, you’ll learn:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

Space is limited so please make your reservations today.
Please contact Shelia Peterson, Altra Financial Advisors Senior Program Coordinator at 800-755-0055 or [email protected] with any questions.

 *MGA-3055032.1-0420-0522 © 2020 CUNA Mutual Group
**FR-3177594.1-0720
*This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

**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.

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