Details for ALTRA FEDERAL CREDIT UNION - Ad from 2019-11-17

Inwhveeresytou belong You’ve got a goal. But do you have a plan? Altra Financial Advisors can help simplify financial and retirement planning so your retirement isn’t an ending, but a new beginning. 401(K) ROLLOVER RETIREMENT INCOME PLANNING WEALTH PRESERVATION INVESTMENT MANAGEMENT INSURANCE OPTIONS Contact us for a no-cost, no-obligation consultation 608.519.8191 • 800.755.0055 megan.pence@cunamutual.com Located at Altra Federal Credit Union 2715 Losey Blvd. S., La Crosse www.altra.org (Clockwise from left): Sue Breyer, CRPC® V.P. Wealth Management; Megan Pence, Program Coordinator; Sheila Peterson, Senior Program Coordinator; Brent Wohlers, Financial Advisor. Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/ SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-2706425.1-0819-0921

Welcome to the discussion.

Keep it Clean. Please avoid obscene, vulgar, lewd, racist or sexually-oriented language.
PLEASE TURN OFF YOUR CAPS LOCK.
Don't Threaten. Threats of harming another person will not be tolerated.
Be Truthful. Don't knowingly lie about anyone or anything.
Be Nice. No racism, sexism or any sort of -ism that is degrading to another person.
Be Proactive. Use the 'Report' link on each comment to let us know of abusive posts.
Share with Us. We'd love to hear eyewitness accounts, the history behind an article.