About this Event
Join us for our Plan Today, Enjoy Tomorrow Retirement Workshop, where we’ll explore strategies to help you prepare for a confident and comfortable retirement. Enjoy a complimentary lunch while Lafayette Federal's CFS¹ Financial Advisor, James Pender, shares valuable insights on the following topics:
- The importance of early retirement planning
- Understanding your retirement income needs
- Optimizing savings with tax-advantaged accounts
- Managing investment risks and diversifying your portfolio
- Planning for healthcare costs in retirement
- Building a legacy for your loved ones
- And more!
Together, we’ll empower you to make informed financial decisions and create a solid foundation for your retirement future.
Hosted by:
James Pender, CRPC®
CFS Financial Advisor
Lafayette Federal Credit Union
Office: (240) 292-5545
Mobile: (202) 924-0208
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.
Event Venue & Nearby Stays
Lafayette Federal Credit Union, 2231 Crystal Drive, Arlington, United States
USD 0.00
