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Financial Planning

Your future deserves advanced placement

Similar to grades, tests and advancing students toward graduation, Ap Financial Planning helps you pursue your ideal financial future. The professionals with Ap Financial Planning can help you plan ahead for retirement, estate planning, paying for college and other milestones in life. Learn more about Ap Financial Planning and how a dedicated financial advisor can help you.

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Virtual Financial Education Seminars
Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan. Attend as many virtual seminars as you like. Learn more.
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Check the background of our investment professionals on FINRA's BrokerCheck.


Ap Financial Planning 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

*Ap Financial Planning 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.  FR-3585577.1-0521-0623