Skip Main Navigation
Eventbrite
Browse Events
Organize
Help
Log InSign Up
Menu
Page Content
This event has ended.
Financial Planning Process Webinar

Actions Panel

Dec 14

Financial Planning Process Webinar

Join us for our free, informative, and engaging webinar on the financial planning process!

By Lafayette Federal Credit Union

When and where

Date and time

Wed, December 14, 2022, 12:00 PM – 1:00 PM EST

Location

Online

About this event

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

At Lafayette Federal, our goal is to guide you on a sustainable path to a bright and healthy financial future. Like any skill, it is especially important to practice financial literacy and build a strong foundation of knowledge.

In our Financial Planning Webinar, we’ll help familiarize you with the financial planning process through a wide variety of topics, including:

• Setting SMART Goals

• Budgeting Techniques

• Debt & Risk Management

• Tax Planning

• Saving for College & Retirement

• And more!

Navigate your financial journey with a strong footing and gain the building blocks to success with Lafayette Federal!

Hosted by:

James Pender, CRPC®

CFS Financial Advisor

Lafayette Federal Credit Union

Office: (240) 292-5545

Mobile: (202) 924-0208

jpender.cfsinvest@lfcu.org

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. ²$50.00 will be deposited into the LFCU primary savings account following verification of LFCU membership, meeting with James Pender, CFS Financial Advisor, and CFS account opening. Limit one $50.00 reward per Member upon offer completion. To participate, Member must be at least eighteen (18) years of age and the LFCU & CFS accounts must be active for at least thirty (30) days. Reward will be deposited into Member’s primary savings account thirty (30) days after meeting all of the terms and conditions associated with the offer. Certain restrictions may apply. Lafayette Federal Credit Union employees, family members, and volunteers are not eligible. $50.00 minimum balance required to open and earn 0.10% APY (APY = Annual Percentage Yield) on Lafayette Federal share savings account balances. $5.00 minimum balance required to open and earn 2.04% APY on LFCU checking account balances up to $25,000.00 and 0.025% APY on checking balances over $25,000.00. Please visit LFCU.ORG/2for22 for full checking account requirements. Offer and rates current as of November 29, 2022 and subject to change without notice. Your savings are federally insured to at least $250,000.00 by the National Credit Union Administration, an agency of the U.S. government.

Tags

  • Online Events
  • Online Seminars
  • Online Business Seminars
  • #free
  • #financial
  • #money
  • #finances
  • #complimentary
  • #retirement
  • #webinar
  • #advice
  • #covid
  • #lfcu
Event ended

Financial Planning Process Webinar


Follow this organizer to stay informed on future events

Lafayette Federal Credit Union

Event creator

Events you might like

  • Financial Planning Process Webinar

    Financial Planning Process Webinar
    Financial Planning Process Webinar

    Wed, Feb 8, 2023 12:00 PM EST (-05:00)
    Free
  • Financial Planning Basics*

    Financial Planning Basics*
    Financial Planning Basics*

    Thu, Feb 9, 2023 12:00 PM MST (-07:00)
    Free
  • Pensions and Future Financial Planning

    Pensions and Future Financial Planning
    Pensions and Future Financial Planning

    Wed, Feb 15, 2023 3:30 PM GMT (+00:00)
    Free
  • Synchronized Financial Planning For Women Virtual Seminar

    Synchronized Financial Planning For Women Virtual Seminar
    Synchronized Financial Planning For Women Virtual Seminar

    Thu, Feb 16, 2023 7:00 PM EST (-05:00)
    Free
  • Financial IQ: Estate Planning Basics

    Financial IQ: Estate Planning Basics
    Financial IQ: Estate Planning Basics

    Wed, Feb 8, 2023 6:00 PM EST (-05:00)
    Free
  • Financial wellbeing and Planning for Retirement  -Teaching Staff

    Financial wellbeing and Planning for Retirement -Teaching Staff
    Financial wellbeing and Planning for Retirement -Teaching Staff

    Thu, Feb 9, 2023 4:00 PM GMT (+00:00)
    Free
  • Professional Accounting, Accountancy, Financial Planning & New Bachelor

    Professional Accounting, Accountancy, Financial Planning & New Bachelor
    Professional Accounting, Accountancy, Financial Planning & New Bachelor

    Wed, Feb 8, 2023 11:00 AM AEDT (+11:00)
    Free
  • Financial wellbeing and Planning for Retirement  Non-Teaching Staff

    Financial wellbeing and Planning for Retirement Non-Teaching Staff
    Financial wellbeing and Planning for Retirement Non-Teaching Staff

    Thu, Feb 9, 2023 5:00 PM GMT (+00:00)
    Free
  • Financial Literacy Webinar

    Financial Literacy Webinar
    Financial Literacy Webinar

    Thu, Feb 2, 2023 7:00 PM CST (-06:00)
    Free
  • Financial Service Webinar

    Financial Service Webinar
    Financial Service Webinar

    Tue, Feb 7, 2023 7:00 PM PST (-08:00)
    Free

Site Navigation

Use Eventbrite

  • Create Events
  • Pricing
  • Eventbrite Boost
  • Eventbrite Mobile Ticket App
  • Eventbrite Check-In App
  • Eventbrite App Marketplace
  • Event Registration Software
  • Content Standards
  • FAQs
  • Sitemap

Plan events

  • Sell Tickets Online
  • Event Planning
  • Sell Concert Tickets Online
  • Event Payment System
  • Solutions for Professional Services
  • Event Management Software
  • Community Engagement
  • Virtual Events Platform
  • QR Codes for Event Check-In
  • Post your event online

Find events

  • Browse Online Events
  • Get the Eventbrite App

Connect with us

  • Report This Event
  • Help Center
  • Terms
  • Privacy
  • CA Privacy Notice
  • Accessibility
  • Community Guidelines
Eventbrite + Ticketfly

© 2023 Eventbrite