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Retirement & Investments
Planning for retirement is one of the most important ways to invest in yourself and your future. Our team of advisors, available through CUNA Brokerage Services, Inc.*, is here to help.
The Arkansas Federal Retirement and Investment Services program is offered through CUNA Brokerage Services, 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.
Investment Plans
We’ll help you clarify goals and develop a sound investment plan.
Money Management
Understand where you spend your money and have a plan for where you want it to go in the future.
Retirement Planning
Plan for retirement that covers your lifestyle and essential expenses, as well as prepares for the unexpected.
Financial Seminars
We offer complimentary seminars designed with our members’ well-being in mind. Knowledge is power.
Want to get more for your money?
We offer a range of investment plans and options, including:
Individual Retirement Accounts
Tax Sheltered Annuities
Mutual Funds
Full Service Brokerage
Start the Conversation
Schedule your appointment today for a no-cost, no obligation consultation by calling 501-533-2101.
Conveniently located at Arkansas Federal’s Jacksonville branch. Representatives are also available to meet with members at other services centers by appointment.
Check the background of investments professionals on FINRA’s BrokerCheck.
Your Retirement & Investments Team
Tina Lee
Director Member Benefits Services
Todd Faulkner
Financial Advisor
Greg Pendleton
Financial Advisor
Seth Chavez
Retirement & Investment Services Coordinator
Upcoming Investment Webinars
Tuesday, June 15, 2021 5:00 PM
Women and Investing: Steering Toward Retirement - Register Here
Tuesday, July 13, 2021 5:00 PM
Three Transitions to Retirement - Register Here
Tuesday, July 27, 2021 5:00 PM
Income for Life: Guaranteeing Retirement to Last a Lifetime - Register Here
Tuesday, August 10, 2021 5:00 PM
Social Security and Your Retirement - Register Here
Tuesday, August 24, 2021 5:00 PM
How to Weather a Bear Market - Register Here
Tuesday, September 7, 2021 5:00 PM
Understanding Your Rollover Options - Register Here
Tuesday, September 21, 2021 5:00 PM
Women & Investing: Steering Towards Retirement - Register Here
Tuesday, October 5, 2021 5:00 PM
Rethinking Diversification - Register Here
Tuesday, October 19, 2021 5:00 PM
The Return of Conservative Investing - Register Here
Tuesday, November 2, 2021 5:00 PM
Social Security and Your Retirement - Register Here
Tuesday, November 16, 2021 5:00 PM
Women & Investing: Steering Towards Retirement - Register Here
Tuesday, November 30, 2021 5:00 PM
Understanding Your Rollover Options - Register Here
Tuesday, December 14, 2021 5:00 PM
How to Weather a Bear Market - Register Here
Disclosure
Arkansas Federal Retirement and Investments Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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 fifty States of the United States of America.
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 fifty states of the United States of America.
Approval Number: FR-3121479.1-0620-0722