Wednesday, January 25, 2023
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
Join us for our IRA Need-to-Knows Webinar, where we’ll take a deep dive into the benefits and process of saving for retirement with an IRA. In this webinar, James Pender, Lafayette Federal's CFS Financial Advisor, will provide attendees with key information on the following topics:
- Why it’s important to save for retirement
- Contributing to a traditional or Roth IRA
- Determining if a rollover is right for you
- Making the most of required minimum distributions (RMDs)
- Creating guaranteed income that lasts your lifetime
- Leaving IRAs to loved ones
- And more!
Together we can make informed investment decisions, and help guide you to financial security.
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 December 28, 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.