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ALEC Investment Advisors* Seminars


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

9/17/2015 - Introduction to Trust Services Webinar - If you would like to register for this webinar, please click here.
11:30 am - 12:30 pm CST

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

  • What is a trust?
  • Why may you need a trust?
  • Wills and life insurance
  • Who is MEMBERS Trust Company?

To register for this webinar, please click here.

10/21/2015 - Understanding the Basics of Social Security Seminar - If you would like to register for this seminar, click here.
6:00 - 7:00 pm - ALEC Community Room, 401 N. Riverside Drive, Suite 7, Gurnee, IL

Doors will open at 5:30 pm.


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

• What your full retirement age is and how your benefit is determined
• How retiring earlier than, or later than, your full retirement age will affect your Social Security benefit
• Why it’s important to plan together with your spouse, and strategies you can use to boost retirement and survivor’s benefits
• How working after you begin receiving Social Security could affect how much you receive

To register for this webinar, please click here.



*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!

10/7/2015 -  Controlling Your Healthcare Expenses with an HSA Webinar | 12:00 - 1:00 pm CST
10/21/2015 - Controlling Your Healthcare Expenses with an HSA Webinar | 12:00 - 1:00 pm CST

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

  • HSA Review
  • HSA Basics
  • Eligibility - Who can open an HSA?
  • HSA Contributions - Making Deposits
  • HSA Distributions - Paying for Expenses
  • Managing your HSA
  • Benefits of an ALEC HSA

Sign-up for either the October 7 or October 21 event! Please note that the same information will be covered at each of these events.


GreenPath University Webinars


Webinar Wednesday - How to Deal with Your Debt | Wed Oct 21st - 12:00pm CST/1:00 pm EST

When it comes to debt, there are so many options and opinions as to how to handle it! Pay off big debt first? Debt with highest interest rate? What to do? Join us for this popular webinar and learn about various debt repayment options. You will also learn about how much debt is too much, communicating with creditors and how to avoid debt problems in the future. 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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