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ALEC Investment Advisors* Seminars


For the full 2015 ALEC Investment Advisors seminar calendar click here!

7/29/2015 - Putting Together Your Financial Roadmap Webinar

11:30 am - 12:30 pm

In this informative seminar, you will learn more about the following:

  • The importance of setting financial goals
  • Budget tips
  • How to set up an emergency fund
  • Insurance and its importance in a solid financial plan
  • How to smartly use credit
  • Investment vehicles to help with short-, mid- and long-term financial goals

RSVP for this event by clicking here or calling ALEC Investment Advisors at 847.249.9444.

8/19/2015 - Wills, Trust and Power of Attorney Seminar
6:00 - 7:00 pm (Doors open at 5:30 pm)
ALEC Education Center - Gurnee IL

In this informative seminar, you will learn more about the following:

  • Why you need an estate plan
  • How to plan for incapacity, including special healthcare directives
  • Wills, trusts and life insurance
  • Key tax

RSVP for this event by clicking here or calling ALEC Investment Advisors at 847.249.9444.

*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A ALEC Investment Advisors, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Trust services available through MEMBERS Trust Company. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. FR-962825.1-0714-0816.


ALEC Educational Seminars and Webinars

For the full 2015 ALEC webinar/seminar calendar click here!

7/8/2015 - Building a Better Budget Webinar | 12:00 - 1:00 pm CST

At this educational webinar, you will learn more about the following:

  • Understand steps to set up spending plan
  • Identify spending leaks
  • Track spending, find ways to save
  • Set short- and long-term financial goals
  • Audit progress, revise goals
  • Use financial tools to reach goals

Sign-up here for this free, informative webinar!


GreenPath University Webinars

Understanding Student Loans | Wed July 15 - 11:00 am CST/12:00 pm EST

Learn about options for financing your education, including different federal loan programs. Learn the difference between a private and a federal loan. We will cover repayment options as well as options for borrowers who are struggling or in default. Finally, we will cover some of the new income based and loan forgiveness programs. Sign-up here.

GreenPath University is the financial education website of GreenPath Debt Solutions. The information contained herein is for educational purposes only and is not legal advice. You should consult your own attorney or seek specific advice from a legal professional regarding your particular situation. Any questions or feedback can be directed to For more information about GreenPath, visit or call 800.550.1961.


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