Details for ALTRA FEDERAL CREDIT UNION - Ad from 2020-02-09

Inwhveeresytou belong Does your retirement plan need a second opnion? As retirement becomes a reality, you may be wondering if you have adequate retirement savings or whether you’ve chosen the right investments. Altra Financial Advisors are available to you as a benefit of Altra membership. They have the knowledge and experience to review your current plan and the services and products you need for a strong financial future. Take the first step today schedule a no-cost, no-obligation consultation with Sue or Brent. 401(K) ROLLOVER RETIREMENT INCOME PLANNING WEALTH PRESERVATION INVESTMENT MANAGEMENT INSURANCE OPTIONS (Clockwise from left): Sue Breyer, CRPC® V.P. Wealth Management; Megan Pence, Program Coordinator; Sheila Peterson, Senior Program Coordinator; Brent Wohlers, Financial Advisor. 608.519.8191 • 800.755.0055 Located at Altra Federal Credit Union 2715 Losey Blvd. S., La Crosse 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-2822424.2-1119-1221

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