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ALEC Investment Advisors* Seminars

 

For the full 2014 ALEC Investment Advisors seminar calendar, click here.

4/16/2014 - Retirement Income

Overview: Learn how to plan for when your retirement will start, the impact of early retirement, delayed retirement, and working in retirement, steps to estimate the amount of money you'll need in retirement and how to supplement fixed income source.
Click here to register.

4/30/2014 - Investment Basics

Overview:  Learn investment fundamentals, including the effects of inflation and compounding, how to identify financial goals and time horizons, how to measure your risk tolerance and the relationship between risk and return and the difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation.
Click here to register.

5/14/2014 - Retirement Basics

Overview: Learn how to put together a retirement road map, factors that influence your retirement and how long your retirement could last, how to estimate your retirement expenses and retirement income, how to use tax-advantaged savings vehicles.
Click here to register.

5/28/2014 - Retirement Income

Overview: Learn how to plan for when your retirement will start, the impact of early retirement, delayed retirement, and working in retirement, steps to estimate the amount of money you'll need in retirement and how to supplement fixed income source.
Click here to register.

*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.

ALEC Educational Seminars and Webinars

 

For the full 2014 Educational Seminars and Webinars calendar, click here.

4/2/2014 - Home Buying Tips Seminar

Overview: Learn how to determine how much home you can afford, how to prepare for purchase, the benefits homeownership and how to decipher financing options.
Click here to register.

4/28/2014 - ALEC: Learn More About Your Credit Union Seminar (Austin, TX)

Overview: Learn more about your credit union, the differences between a bank and a credit union and about the benefits of a credit union membership. You will also learn about ALEC's products and services and how to join.
Click here to register.

5/7/2014 - Home Buying Tips Webinar

Overview: Learn how to determine how much home you can afford, how to prepare for purchase, the benefits homeownership and how to decipher financing options.
Click here to register.

 

GreenPath University Webinars

 

4/2/2014 - 10 Ways to Save in 2014

Overview: With gas prices going up and the cost of living increasing, looking for ways to save money has never been more important.  During this class you will learn ten quick and easy ways to save you hundreds, or even thousands of dollars, over the course of a year.
Click here to register.

4/9/2014 - Unlocking the Secret to your Credit Score

Overview: We have seen these numbers before: 720, 680, 550, but what does it all mean?  This course is designed to help you gain a better understanding of what makes up your credit score and what you can do to improve it!
Click here to register.

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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 university@greenpath.com. For more information about GreenPath, visit www.greenpath.com or call 800. 550.1961.

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