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IRA Need-to-Knows Webinar 04.18.24

financial and retirement planning meeting man and woman

Event Description:

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 CFS¹ 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. RSVP Today!

Event Details


April 18
12:00 pm - 1:00 pm
Webinar online