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.
Education Planning and Funding
** 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 Upcoming Webinars
Women and Investing
May 17th at 5:00 PM Central 6:00 PM Eastern
There’s no denying the facts: Women tend to earn less than men 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.
Do you want to become a successful lifelong investor? You can start now, by attending this valuable educational seminar on this important topic.
The seminar will focus on the importance of taking control of your own future through investing. You’ll also learn about:
Reserve your virtual seat. (Link to Zoom registration)
Income for Life
May 31st at 5:00 PM Central 6:00 PM Eastern
You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?
Here’s an opportunity to attend a valuable educational seminar on this important topic.
You’ll find out more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
June 14th at 5:00 PM Central 6:00 PM Eastern
In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.
You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
Social Security and Your Retirement
June 28th 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 seminar on this important topic.
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:
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.
Real Estate Investment Trusts (REITs)
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.
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 11 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
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*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.
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