Altra’s Routing #: 291881216
Altra Financial Advisors

AFA Webinars

Check back soon for upcoming webinars!

Social Security & Retirement Webinar

Get to know the Social Security rules for retirement.

Wednesday, July 16, 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 m.thorn@lpl.com with any questions.

Understanding Medicare Webinar

Ready to understand Medicare better?

Tuesday, July 23, 2024 • 6:00pm CST • ZOOM
No-cost, No-obligation Webinar
Offered by Altra Financial Advisors

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.

Mike Mason from TruStage Annuities will answer your Medicare questions and help you understand:

  • Key differences between Medicare parts A, B, C and D
  • Tips for choosing your coverage
  • How to enroll in Medicare
  • How to plan your retirement income with health care costs in mind

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.

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. Investing involves risk including possible loss of principal.
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
Connectwithafa3

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 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.