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Take a minute to consider your various financial goals, from sending your kids to college to purchasing adequate life insurance to retiring. We provide a range of products and services that can be tailored to your unique needs. Our APCO Investment Services Representatives can help:
The APCO Investment Services Program is offered through CUNA Brokerage Service, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
RETIREMENT SERVICES
Financial Management
Insurance Services
Education Planning and Funding
Wealth Management
** Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including information about estate planning, please consult your attorney.
Webinars and Events
Investment Services 2021 Webinars
Three Transitions to Retirement: It’s about more than just the money April 20th at 5:00 PM Central 6:00 PM Eastern
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.
During this session, you’ll learn:
Reserve your virtual seat. (Link to WebEx registration)
Social Security and Your Retirement May 4th at 5:00 PM Central 6:00 PM Eastern
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation:
During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:
How to Weather a Bear Market May 18th at 5:00 PM Central 6:00 PM Eastern
When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.
Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:
The Return of Conservative Investing Virtual Seminar June 1st at 5:00 PM Central 6:00 PM Eastern
Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.
In this session you will learn the answers to questions, including:
Women and Investing June 15th at 5:00 PM Central 6:00 PM Eastern
There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.
Here’s an opportunity to attend a valuable, virtual seminar on this important topic.
The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:
Social Security and Your Retirement June 29th at 5:00 PM Central 6:00 PM Eastern
These workshops are educational only and are not investment advice.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.
Videos
INVESTMENTS
Real Estate Investment Trusts (REITs)
Annuities
MANAGED ACCOUNTS
Managed accounts are portfolios designed for individuals to match their specific financial needs with portfolio objectives, and managed by professional investment managers. Often these accounts offer an avenue for individuals to access investment managers that are generally available only to institutional-level investors.
Investment Managers:
Stephen Martin is an APCO Investment Services* financial advisor, exclusively serving the Credit Union’s membership. He is available to provide Credit Union members professional assistance, quality financial solutions and dependable service. Stephen is a Registered Representative of CUNA Brokerage Services, Inc., and a financial advisor with nine years in the financial industry. He is available to meet with individuals and families. For a no-cost, no-obligation appointment, contact Stephen Martin by email at Stephen.Martin@cunamutual.com or by phone at 205-226-6866.
Located at: APCO Employees Credit Union 750 17th Street North, Birmingham, Alabama 35203
BrokerCheck – Find a broker, investment or financial advisor (finra.org)
Financial strategies to help you discover what’s best for you.
Calculators to help clarify your short- and long-term goals.
Account Access easy access to your account and information on markets, quotes, and financial news.
*APCO Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc.
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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all 50 states of the United States of America.
© CUNA Mutual Group | FR-3458390.1-0221-0323
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