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Serving members worldwide since 1935.

Wednesday, May 12, 2021
Wednesday, May 26, 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

Looking for the answer to the age-old question of how to make smarter investments? We can help get you started on the right path! Our Fundamentals of Investing Webinar is intended to give you a better understanding of your finances and help grow your financial literacy.

In this webinar, James Pender, Lafayette Federal's CFS Financial Advisor, will provide you with:

  • Basics of investment planning
  • An overview of smart investing
  • Insight into investment options
  • Methods of asset allocation

Together we can make informed investment decisions, and help guide you to financial security.

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 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.
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