Altra’s Routing #: 291881216
Altra Financial Advisors

AFA Webinars

Conservative Investing

The Return to
Conservative Investing Webinar

Join Us!
Thursday, September 8, 2022 • 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 Myra Ristau, Altra Financial Advisors Program Coordinator at 888-777-5211 or email [email protected] with any questions.

Income for Life

Income for Life Webinar

Guaranteeing Retirement Income to Last a Lifetime
Thursday, September 15, 2022 • 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!

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

3 Transitions to Retire

Three Transitions to Retirement

It’s about more than just the money.
Monday, September 26, 2022 • 6:00 pm CST
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Are you ready to retire? You might be prepared for the financial transition, but it’s about more than just the money! 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 next exciting adventure. Working together, we’ll gain clarity and confidence about your path to retirement.

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

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 Myra Ristau, Altra Financial Advisors Program Coordinator at 888-777-5211 or email [email protected] with any questions.

Contact Altra Financial Advisors

The professionals at Altra Financial Advisors are licensed to serve members in Arizona, California, Colorado, Florida, Iowa, Michigan, Minnesota, North Carolina​​, South Dakota, Tennessee, 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 Myra Ristau at [email protected] or Mark Thorn at [email protected] to schedule a no-cost, no-obligation consultation in person or by phone.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Altra Federal Credit Union and Altra Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Altra Financial Advisors and may also be employees of Altra Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Altra Federal Credit Union or Altra Financial Advisors. Securities and insurance offered through LPL, or its affiliates are:
Not Insured by NCUA or Any
Other Government Agency
Not Credit Union
Guaranteed
Not Credit Union
Deposits or Obligations
May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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