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Tuesday, October 3, 2023 • 6:00pm CST
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road regarding Social Security?
Here’s an opportunity to attend a valuable educational seminar on this important topic at no cost and no obligation:
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 m.thorn@lpl.com with any questions.
Tuesday, October 17, 2023 • 6:00pm 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 another step in an already confusing process.
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:
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 m.thorn@lpl.com with any questions.
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. Investing involves risk including possible loss of principal.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates, these entities and Mike Mason are not affiliated with LPL Financial. 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 and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. 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-4769383.1-0622-0724
© CUNA Mutual Group
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 m.thorn@lpl.com 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.