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Please note that our Columbia Heights Branch will be closed until further notice due to maintenance. Members may access Online Banking or contact our Call Center at (301) 929-7990 or (800) 888-6560.
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Serving members worldwide since 1935.

Tuesday, September 14, 2021
Thursday, September 30, 2021
12:00 PM - 1:00 PM ET

Receive a $25 LFCU Mastercard® Gift Card after you attend a session and meet with James Pender, Lafayette Federal’s CFS¹ financial advisor, for a no-cost, no-obligation review of your financial situation!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!

Hosted by:

James Pender

James Pender, CRPC®

CFS Financial Advisor
Office: (240) 292-5545
Mobile: (202) 924-0208

Click the button below to schedule a meeting.

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 after attending the webinar to be eligible. $25 LFCU Mastercard® Gift Card will be disbursed within two weeks following verification of webinar attendance and subsequent meeting with James Pender, CFS Financial Advisor. Lafayette Federal employees and volunteers not eligible for offer. Limit one $25 LFCU Mastercard® Gift Card per person.
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