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ALEC Investment Advisors* Seminars



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

4/22/2015 - Retirement Planning 101 Seminar | 6:00 pm - 7:00 pm
ALEC Education Center | Suite 7 | Gurnee, IL
(Doors at 5:30 pm)
Overview:

Whether you have an established retirement plan or are just looking to get started, attend this educational seminar to learn more about the retirement planning process and what steps you need to take to get started.

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

  • How to put together a retirement road map
  • Factors that influence your retirement plan
  • How to estimate your retirement expenses and retirement income
  • How to use tax-advantages savings vehicles in retirement 

Sign-up here for this free, informative seminar!  

*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!

4/8/2015 - Home Buying Tips Webinar | 12:00 - 1:00 pm CST

Overview:

If you're planning to purchase a house in the near future, we'll help you get on track—early in the process. From deciding which mortgage product is right for you, to helping you check your credit status, we'll get you started. That way when you're ready to buy, some of the work will already be done and you'll be well on your way.

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

  • What’s happening with the housing market?
  • What about interest rates?
  • The difference between fixed and variable home loans
  • What are the keys to qualifying for a home loan?
  • What to expect through the loan pre-approval process
  • Home buying resources

Sign-up here for this free, informative webinar!  

 


GreenPath University Webinars

Couples and Money Webinar | Wed April 15th - 12:00pm

With the cost of living increasing, looking for ways to save money has never been more important - and more stressful - on relationships. We will examine productive approaches to managing debt in a relationship. Sign up here for this free webinar!

 

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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