Altra’s Routing #: 291881216
Altra Financial Advisors

AFA Webinars

Social Security and your Retirement

Social Security &
Your Retirement Webinar

Do you know the rules and options for starting benefits?
Wednesday, Oct. 20, 2021 • 6:00 pm CST
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation.

During the webinar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

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-3052356.1-0420-0522 © 2020 CUNA Mutual Group
FR-3403867.1-0121-0223
Understanding Medicare

Understanding Medicare Webinar

Medicare Basics & Tips for Retirement Income Planning
Tuesday, October 26, 2021 • 5:30 pm CST
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual webinar that can help answer your questions:

During the webinar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income planning. You’ll learn the answers to your Medicare questions and discuss:

  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income

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-3055122.1-0420-0522 @ 2020 CUNA Mutual Group
FR-3547026.1-0421-0523
Conservative Investing

The Return to
Conservative Investing Webinar

Join Us!
Tuesday, November 9, 2021 • 6:00 pm CST
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this no-cost, no-obligation webinar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

In this session you will learn the answers to questions, including:
• How can conservative investments help you face today’s economic risks?
• What are the differences between CDs and annuities?
• What are the different types of annuities?
• How do you decide which conservative investment is right for you?

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-3454494.1-0221-0323

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

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