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ALEC Investment Advisors* Seminars


 


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

8/19/2015 - Wills, Trust and Power of Attorney Seminar - Session is now full. If you would like to register for our Trust Services Webinar on September 17, please click here.
6:00 - 7:00 pm (Doors open at 5:30 pm)
ALEC Education Center - Gurnee IL
Overview:

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

Session is now full. If you would like to register for our Trust Services webinar on September 17, 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!

9/9/2015 -  ID Theft: Protecting Your Identity Webinar | 12:00 - 1:00 pm CST
Overview:

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

  • What is identity theft?
  • How big of a problem is identity theft?
  • What can a fraudster do with the information they collect on you?
  • How your personal identifying information (PII) can be compromised?
  • What are some of the warning signs when you have become a victim?
  • So what can I do to protect myself?
  • What do I do if Iíve become a victim?

Sign-up here for this free, informative webinar!

 


GreenPath University Webinars

Home Improvements on a Budget | Wed August 19 - 11:00 am CST/12:00 pm EST


This course will explore different ideas for maintaining and sprucing up your home without breaking the bank. We will look at all areas of the home including- kitchens, bathrooms, other interior rooms and the exterior of the home. 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 university@greenpath.com. For more information about GreenPath, visit www.greenpath.com or call 800.550.1961.

 

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