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ALEC Investment Advisors* Seminars


Retirement U Seminar Series: Registration is now closed. Please call Angela Hill at 847-249-9444 to be placed on the RSVP waitlist.

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

Session 1

March 5, 2015, 6:00 - 7:00 pm: Your Retirement: What Should You Be Considering?

Session 2

 March 12, 2015, 6:00 - 7:00 pm: The End of "Retirement"

Session 3

March 19, 2015, 6:00 - 7:00 pm: Social Security & Your Retirement

Session 4

March 26, 2015, 6:00 - 7:00 pm: Wills, Trust & Power of Attorney

*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!

3/11/2015 - Home Buying Tips | 6:00 pm - 7:30 pm
ALEC Education Center | Suite 7 | Gurnee, IL
(Doors at 5:30 pm)


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

Tips to Teach Kids Financial Responsibility | Wed Mar 4th - 12:00pm

 It's never too early to start teaching your kids the basics of finances.  And since most school curriculums are lacking in this area, it's important to get started at home.  This webinar will provide practical tips on how to incorporate valuable lessons about money into everyday life with your children. Sign-up for this free webinar, here.  


10 Meaningful ways to use your Tax Refund | Wed Mar 18th - 12:00pm

How do you plan to use your tax refund this year?  Whether your refund is large or small, it is worth taking the time to make a thoughtful decision as to what to do with the money. In this webinar we will explore 10 meaningful ways that you can spend your upcoming tax refund. 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 For more information about GreenPath, visit or call 800. 550.1961.


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