Altra’s Routing #: 291881216
Altra Financial Advisors

AFA Webinars

Seven Keys to Enhancing Retirement Benefits Webinar

Wednesday, October 28th
Two Sessions: 12:00 PM & 6:00 PM CDT

No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Reserve your virtual seat today by clicking on a Register button below; on the following screen fill in your info and click the green ‘Register Now’ button. You will receive a confirmation email message from [email protected] that contains the meeting password and instructions for joining the meeting.

During this no-cost, no-obligation virtual seminar, we’ll address the seven keys to enhancing your benefits, including:

  • Social Security Basics
  • Medicare
  • Income Basics
  • Tax Implications
  • When to Start Benefits
  • Working in Retirement
  • Spousal & Survivor Benefits

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

*Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. In New York, products are issued by Allianz Life Insurance Company of New York, 28 Liberty Street, 38th Floor, New York, NY 10005-1422. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance in the state of New York.
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of Comptroller of the Currency. Trust 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.
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-2714133.1-0919-1021.

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