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Serving members worldwide since 1935.

Wednesday, July 28, 2021
12:00 PM - 1:00 PM ET

Attend a session and schedule an appointment with James Pender, Lafayette Federal’s CFS¹ financial advisor, for a chance to win one of two (2) pairs of tickets to the August 30th Washington Nationals vs. Philadelphia Phillies baseball game!²

The COVID-19 pandemic has impacted not only our health, but also our finances, bringing uncertainty particularly for our retirement and investment accounts.

The increased volatility of the stock market, low interest rates, and stressed economy leave us financially vulnerable. This is true for many individuals investing for upcoming life events, and those who have experienced significant reductions in their savings.

Join James Pender, Lafayette Federal’s CFS Financial Advisor, where he will discuss the current environment and factors to consider for your financial plan.

  • Important factors to consider today
  • How to quantify your future income needs
  • The process to develop a written plan for your savings and retirement in 2021, and beyond

More than ever, solid financial planning is essential in meeting your retirement goals.

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 be at least 18 years old to enter raffle. There is a limit of one (1) entry per person. No purchase necessary to win. Lafayette Federal Credit Union employees, family members, and volunteers are not eligible. Must attend a Retirement and Financial Planning Webinar session in July 2021 and schedule appointment with James Pender by August 20, 2021 to be entered into the drawing for one of two (2) pairs of two (2) tickets. On Monday, August 23, 2021, Lafayette Federal will conduct a random drawing and select two (2) winners from all qualified entries submitted. Lafayette Federal will notify the winners personally by either telephone or email. List of winners will be maintained at Lafayette Federal Headquarters. The odds of winning depend on the total number of qualified entries received.
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