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Introduction to Annuities Webinar | Session 2

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Event Description:

Join us for our Introduction to Annuities Webinar, where we’ll walk you through the ins and outs of annuities, and provide key, actionable takeaways when planning for a secure financial future. In this webinar, James Pender, Lafayette Federal’s CFS¹ Financial Advisor, will answer the following:

  • What is an annuity?
  • Why buy an annuity?
  • How do annuities work, and what are my options?
  • What are the differences between annuities and other investment options?
  • And more!

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

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.