Financial Planning Process Webinar hosted by Lafayette Federal Credit Union
NEW MEMBERS: Earn a $50 deposit after you meet with James Pender, Lafayette Federal’s CFS¹ financial advisor, establish a new membership at Lafayette Federal, and open a CFS account!²
EXISTING MEMBERS: Earn a $50 deposit after you meet with James Pender, Lafayette Federal’s CFS¹ financial advisor, and open a CFS account!²
At Lafayette Federal, our goal is to guide you on a sustainable path to a bright and healthy financial future. Like any skill, it is especially important to practice financial literacy and build a strong foundation of knowledge.
In our Financial Planning Webinar, we’ll help familiarize you with the financial planning process through a wide variety of topics, including:
- Setting SMART Goals
- Budgeting Techniques
- Debt & Risk Management
- Tax Planning
- Saving for College & Retirement
- And more!
Navigate your financial journey with a strong footing and gain the building blocks to success with Lafayette Federal!
RSVP today at LFCUPLAN0223.EVENTBRITE.COM¹Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Check the background of these investment professionals on FINRA's BrokerCheck. Lafayette Federal Credit Union (“LFCU”) has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional. ²$50.00 will be deposited into the LFCU primary savings account following verification of LFCU membership, meeting with James Pender, CFS Financial Advisor, and CFS account opening. Limit one $50.00 reward per Member upon offer completion. To participate, Member must be at least eighteen (18) years of age and the LFCU & CFS accounts must be active for at least thirty (30) days. Reward will be deposited into Member’s primary savings account thirty (30) days after meeting all of the terms and conditions associated with the offer. Certain restrictions may apply. Lafayette Federal Credit Union employees, family members, and volunteers are not eligible. $50.00 minimum balance required to open and earn 0.10% APY (APY = Annual Percentage Yield) on Lafayette Federal share savings account balances. $5.00 minimum balance required to open and earn 2.04% APY on LFCU checking account balances up to $25,000.00 and 0.025% APY on checking balances over $25,000.00. Please visit LFCU.ORG/2FOR22 for full checking account requirements. Offer and rates current as of January 31, 2023 and subject to change without notice. Your savings are federally insured to at least $250,000.00 by the National Credit Union Administration, an agency of the U.S. government.
Date and Time
Wednesday Feb 22, 2023
12:00 PM - 1:00 PM EST
Location
Zoom webinar.
RSVP today at LFCUPLAN0223.EVENTBRITE.COM
Fees/Admission
FREE
Website
Contact Information
Lafayette Federal Credit Union
Send Email
