Lafayette Federal Credit Union

Fundamentals of Investing Webinar 06.26.24
2024-06-26 12:00 - 13:00 (America/New_York) | Webinar online
Looking for the answer to the age-old question of how to make smarter investments? We can help get you started on the right path! Our Fundamentals of Investing Webinar is intended to give you a better understanding of your investing options and help grow your financial literacy.
In this webinar, James Pender, Lafayette Federal’s CFS Financial Advisor, will provide you with:

Basics of investment planning
An overview of smart investing
Insight into investment options
Methods of asset allocation

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

IRA Need-to-Knows Webinar 04.18.24
2024-04-18 12:00 - 13:00 | Webinar online
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!

Introduction to Annuities Webinar | Session 2
2024-02-21 12:00 - 13:00
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.

Introduction to Annuities Webinar | Session 1
2024-02-07 12:00 - 13:00

Income Strategies During Retirement Webinar 06.28.23
2023-06-28 12:00 - 13:00 | Webinar online
You’ve saved and invested in light of your golden years ahead, but as retirement nears, you begin to question if you’re financially prepared. Having a plan is essential to ensure sufficient retirement income, and James Pender, Lafayette Federal’s CFS Financial Advisor¹, is here to help guide you through what to consider in helping establish financial stability.
Join us in learning how to take charge and feel confident in planning for your retirement.
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
RSVP Today

Income Strategies During Retirement Webinar 06.14.23
2023-06-14 12:00 - 13:00 | Webinar online

ABCs of Homebuying Webinar 06.07.23
2023-06-07 12:00 - 13:00 | Webinar online
In the market for a home and don’t know where to start? Looking to understand which type of mortgage loan works best for you? Join the Lafayette Federal team for a comprehensive session on the ins and outs of homebuying.
Lafayette Federal’s Jermaine Medley (Vice President, Mortgage Origination) and Henry Molina (Vice President, Business Development) will offer valuable insider knowledge that will help to make you an informed, well-rounded homeowner! In this educational virtual workshop, you’ll learn everything you need to know to become a homeowner, including:

Steps in the homebuying process
How to qualify for the home of your dreams
Unique mortgage solutions and how they can benefit you
Strategies to save you time and money

Limited spots are available in our popular workshops, so act fast to secure your spot!
RSVP Today

Fundamentals of Investing Webinar 05.24.23
2023-05-24 12:00 - 13:00 | Webinar online
Looking for the answer to the age-old question of how to make smarter investments? We can help get you started on the right path! Our Fundamentals of Investing Webinar is intended to give you a better understanding of your investing options and help grow your financial literacy.
In this webinar, James Pender, Lafayette Federal’s CFS Financial Advisor, will provide you with:

Basics of investment planning
An overview of smart investing
Insight into investment options
Methods of asset allocation

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

Fundamentals of Investing Webinar 05.10.23
2023-05-10 12:00 - 13:00 | Webinar online

Introduction to Annuities Webinar 04.19.23
2023-04-19 12:00 - 13:00 | Webinar online
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 CFS 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.
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
RSVP Today

Introduction to Annuities Webinar 04.05.23
2023-04-05 12:00 - 13:00 | Webinar online

Financial Aid 101
2023-02-28 08:30 - 09:30
Each year, many students undergo the process of applying for and receiving financial aid for their education. Since February is Financial Aid Awareness Month, and if you’re a student in this boat, we’re here to provide you with the information you need to get a jump start on the process.
The process can be difficult for many, due to the dizzying array of terminology, the wide availability of options, and the various steps involved.
As a student, you may be eligible for multiple types of financial aid. Often, financial aid packages include a combination of scholarships, grants, and loans. Knowing exactly what to pursue and what you might be qualified to receive can certainly be overwhelming and you may not know where to start.
At Lafayette Federal, we want to give you the knowledge and confidence you need to tackle this process with ease. In this guide, we will cover the most important concepts you need to know to be successful.
Common Financial Aid Terms
In general, there are two categories of financial aid. The first category includes money that is given to you with no expectation of repayment, commonly referred to as “gift aid.” The second category of financial aid is “self-help.” This is aid that has a caveat of some kind – either you pay it back or you work it off.

What You Will Learn
• How to Train Staff to Empower People to Lead Financially Healthy Lives
• How To Activate on Your 2023 SMART Goals
Who Should Attend
• All employees of
• Trainers
• Financial Wellness Champions

Organizer:
LFCU
888-88-898
organizer@lfcu.org
