Lafayette Federal Credit Union - Financial Planning Process Webinar
Receive a $25 LFCU Mastercard® Gift Card after you attend a session and meet with James Pender, Lafayette Federal's CFS1 Financial Advisor!2
At Lafayette Federal, our goal is to start 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!
Start your financial journey with a strong footing and gain the building blocks to financial success with Lafayette Federal!
RSVP today at LFCUPLANNING21.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 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. ²Must schedule appointment within 30 calendar days to be eligible. $25 LFCU Mastercard® Gift Card will be disbursed within two weeks following verification of attendance and meeting with James Pender, CFS Financial Advisor. Lafayette Federal employees and volunteers not eligible for offer.