Income Strategies During Retirement 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
You’ve saved and invested in light of your golden years ahead, but as retirement nears, you begin to question if you’re financially prepared. Having a plan is essential to ensure sufficient retirement income, and James Pender, Lafayette Federal's CFS Financial Advisor¹, is here to help guide you through what to consider in helping establish financial stability.
Join us in learning how to take charge and feel confident in planning for your retirement.
RSVP today at LFCUINCOME0923.EVENTBRITE.COM
¹Non-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 September 1, 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 Sep 27, 2023
12:00 PM - 1:00 PM EDT
Location
Zoom webinar.
RSVP today at LFCUINCOME0923.EVENTBRITE.COM
Fees/Admission
FREE
Website
Contact Information
Lafayette Federal Credit Union
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