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Serving members worldwide since 1935.

Wednesday, November 16, 2022
Wednesday, November 30, 2022
12:00 PM - 1:00 PM ET


NEW MEMBERS: Earn a $50 deposit after you meet with James Pender, Lafayette Federal’s CFS¹ financial advisor, establish a new membership at Lafayette Federal, and open a CFS account!²

EXISTING MEMBERS: Earn a $50 deposit after you meet with James Pender, Lafayette Federal’s CFS¹ financial advisor, and open a CFS account!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
jpender.cfsinvest@lfcu.org

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 ("LFCU”) 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. ²$50.00 will be deposited into the LFCU primary savings account following verification of LFCU membership, meeting with James Pender, CFS Financial Advisor, and CFS account opening. Limit one $50.00 reward per Member upon offer completion. To participate, Member must be at least eighteen (18) years of age and the LFCU & CFS accounts must be active for at least thirty (30) days. Reward will be deposited into Member’s primary savings account thirty (30) days after meeting all of the terms and conditions associated with the offer. Certain restrictions may apply. Lafayette Federal Credit Union employees, family members, and volunteers are not eligible. $50.00 minimum balance required to open and earn 0.10% APY (APY = Annual Percentage Yield) on Lafayette Federal share savings account balances. $5.00 minimum balance required to open and earn 2.04% APY on LFCU checking account balances up to $25,000.00 and 0.025% APY on checking balances over $25,000.00. Please visit LFCU.ORG/2For22 for full checking account requirements. Offer and rates current as of November 1, 2022 and subject to change without notice. Your savings are federally insured to at least $250,000.00 by the National Credit Union Administration, an agency of the U.S. government.
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