Altra’s Routing #: 291881216
Altra Financial Advisors

AFA Webinars

Income For Life

Income for Life Webinar

Guaranteeing retirement income to last a lifetime
Tuesday, July 27, 2021 • 6:00 pm CST
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

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 webinar on this important topic, at no cost and no obligation. Join us for a virtual session that can help you set your financial direction and answer more of your questions:

  • 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?

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-3055032.1-0420-0522 © 2020 CUNA Mutual Group< /br>
FR-3413902.1-0121-0223
Understanding Medicare

Understanding Medicare Webinar

Medicare Basics & Tips for Retirement Income Planning
Wednesday, Aug 4, 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

Contact Altra Financial Advisors

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