Altra’s Routing #: 291881216
Altra Financial Advisors

AFA Webinars

Social Security & Retirement

Social Security & Your Retirement Webinar

It’s about more than just the money.
Tuesday, April 20, 2021 • 6:00 pm CST
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Do you know the rules of the road when it comes to Social Security? 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
Income for Life

Income for Life Webinar

Guaranteeing retirement income to last a lifetime
Tuesday, April 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
FR-3413902.1-0121-0223

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

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-3221090.1-0820-0922