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AFA Webinars

Check back soon for upcoming webinars!

Women & Investing Webinar

Turn Someday into Today!

Tuesday, December 17, 2024 • 6:00pm CST • ZOOM
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?

Join us for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

Reserve your virtual seat today!

Click on the "Sign me Up!" button; Fill out your information and click "Register". You will receive a confirmation email from "Mike Mason" that contains instructions for joining the meetings.

Please contact Mark Thorn at 888-777-5211 or email [email protected] with any questions.

Understanding Medicare Webinar

Understanding Medicare Webinar

Learn about Medicare Rules and Regulations

Tuesday, October 29, 2024 • 6:00pm CST • ZOOM
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic at no cost and no obligation.

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:

  • 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!

Click on the "Register Online" button above; Fill out your information and click "Register". You will receive a confirmation email from "Mike Mason" that contains instructions for joining the meetings.

Please contact Mark Thorn at 888-777-5211 or email [email protected] with any questions.

Income for Life Webinar

Achieve a steady stream of retirement income

Tuesday, November 5, 2024 • 6:00pm CST • ZOOM
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)?

You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:

  • 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!

Click on the "Register Online" button above; Fill out your information and click "Register". You will receive a confirmation email from "Mike Mason" that contains instructions for joining the meetings.

Please contact Mark Thorn at 888-777-5211 or email [email protected] with any questions.

Three Transitions to Retirement Webinar

Feel a Little More Confident with our Seminar.

Tuesday, November 12, 2024 • 6:00pm CST • ZOOM
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.

  • More confidently address the financial, lifestyle, and emotional transitions to retirement.
  • Guard against risks and manage the inevitable ones.
  • Gauge when you’re ready for retirement.

Reserve your virtual seat today!

Click on the "Register Online" button above; Fill out your information and click "Register". You will receive a confirmation email from "Mike Mason" that contains instructions for joining the meetings.

Please contact Mark Thorn at 888-777-5211 or email [email protected] with any questions.

Social Security & Your Retirement Webinar

Social Security & Your Retirement Webinar

Get to know the Social Security Rules for Retirement

Tuesday, October 15, 2024 • 6:00pm CST • ZOOM
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Mike Mason from TruStage™ Annuities will walk through specifics about Social Security and help you understand:

  • The rules for starting Social Security benefits
  • How spouses coordinate their benefits
  • Different things you can do to potentially increase your benefits
  • Where Social Security fits into your retirement plans

Reserve your virtual seat today!

Click on the "Register Online" button above; Fill out your information and click "Register". You will receive a confirmation email from "Mike Mason" that contains instructions for joining the meetings.

Please contact Mark Thorn at 888-777-5211 or email [email protected] with any questions.

Rollover Planning Webinar

Understanding Your Rollover Options

Monday, September 9, 2024 • 6:00pm CST • ZOOM
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

We’ll explore:

  • Four major options for retirement plan balances when changing jobs
  • Pros and Cons of each options
  • How a rollover works
  • And more

Reserve your virtual seat today!

Click on the "Register Online" button above; Fill out your information and click "Register". You will receive a confirmation email from "Mike Mason" that contains instructions for joining the meetings.

Please contact Mark Thorn at 888-777-5211 or email [email protected] with any questions.

Rethinking Diversification Webinar

Learn How To Manage Investment Risk

Monday, September 16, 2024 • 6:00pm CST • ZOOM
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all.

  • What traditional portfolio diversification is
  • How the investment landscape changes
  • How you can achieve your goals with minimal risk
  • How new annuity options help you rethink diversification

Reserve your virtual seat today!

Click on the "Register Online" button above; Fill out your information and click "Register". You will receive a confirmation email from "Mike Mason" that contains instructions for joining the meetings.

Please contact Mark Thorn at 888-777-5211 or email [email protected] with any questions.

If you do not wish to receive marketing-related material from TruStage at this email address, reply to this message with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial professional. TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.  All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies. 

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
TruStage Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.  All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.
CMGA-4768487.2-0723-0725  © TruStage
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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 Federal Credit Union members! You may also contact us at 888.777.5211 or email 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
Altra Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) 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.