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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:
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 Upcoming Webinars
Income For Life
Tuesday, March 28th 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, at no cost and no obligation.
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:
Reserve your virtual seat for March 28th. (Link to Zoom registration)
Social Security and Your Retirement
Tuesday, April 11th 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?
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:
Reserve your virtual seat for April 11th. (Link to Zoom registration)
Women and Investing
Tuesday, April 25th 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, at no cost and no obligation.
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 for April 25th. (Link to Zoom registration)
Three Transitions to Retirement
Tuesday, May 9th 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.
Reserve your virtual seat for May 9th. (Link to Zoom registration)
Tuesday, May 23rd at 5:00 PM Central/6:00 PM Eastern
Reserve your virtual seat for May 23rd. (Link to Zoom registration)
Tuesday, June 6th at 5:00 PM Central/6:00 PM Eastern
Reserve your virtual seat for June 6th. (Link to Zoom registration)
Tuesday, June 20th at 5:00 PM Central/6:00 PM Eastern
Reserve your virtual seat for June 20th. (Link to Zoom registration)
These workshops are educational only and are not investment advice.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Stephen Martin is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. APCO Employees Credit Union and APCO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using APCO Investment Services, and may also be employees of APCO Employees Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, APCO Employees Credit Union or APCO Investment Services. Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, not Credit Union guaranteed, not Credit Union deposits or Obligations, and may lose value.
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 the AIS financial advisor* exclusively serving the Credit Union’s membership. He is especially qualified to provide Credit Union members professional assistance, quality financial solutions and dependable service. Stephen is a Registered Representative of LPL Financial (LPL), 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.Martin1@lpl.com or by phone at 205-226-6866.
Located at: APCO Employees Credit Union 750 17th Street North Birmingham, Alabama 35203
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.
BrokerCheck – Find a broker, investment or financial advisor (finra.org)
*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.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Stephen Martin is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. APCO Employees Credit Union and APCO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using APCO Investment Services, and may also be employees of APCO Employees Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, APCO Employees Credit Union or APCO Investment Services. Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, not Credit Union guaranteed, not Credit Union deposits or Obligations, and may lose value.
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