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Plan Today, Enjoy Tomorrow Workshop
Event Description:
Join us for our Plan Today, Enjoy Tomorrow Retirement Workshop, where we’ll explore strategies to help you prepare for a confident and comfortable retirement. Enjoy a donuts and coffee while Lafayette Federal’s Financial Advisor, James Pender, shares valuable insights on the following topics:
- The importance of early retirement planning
- Understanding your retirement income needs
- Optimizing savings with tax-advantaged accounts
- Managing investment risks and diversifying your portfolio
- Planning for healthcare costs in retirement
- Building a legacy for your loved ones
- And more!
Together, we’ll empower you to make informed financial decisions and create a solid foundation for your retirement future.
Hosted by:
James Pender, CRPC®
Financial Advisor
Lafayette Private Wealth
Office: (240) 292-5545
Mobile: (202) 924-0208
jpendert@lafayetteprivatewealth.com
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Lafayette Private Wealth and Lafayette Federal Credit Union are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.