Description

Attend a session and schedule a meeting with James Pender, Lafayette Federal’s CFS¹ Financial Advisor, to receive a $25 LFCU Mastercard® Gift Card!²

The COVID-19 pandemic has impacted not only our health, but also our finances, bringing uncertainty particularly for our retirement and investment accounts.

The increased volatility of the stock market, low interest rates, and stressed economy leave us financially vulnerable. This is true for many individuals investing for upcoming life events, and those who have experienced significant reductions in their savings.

Join James Pender, Lafayette Federal’s CFS Financial Advisor, where he will discuss the current environment and factors to consider for your financial plan.

• Important factors to consider today
• How to quantify your future income needs
• The process to develop a written plan for your savings and retirement in 2021, and beyond

More than ever, solid financial planning is essential in meeting your retirement goals.

RSVP today at LFCURETIRE21.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.