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Financial Planning Process Webinar

Wednesday, May 29th | 12 p.m. to 1 p.m. ET

Gain the knowledge to achieve a healthy financial future with our Financial Planning Process Webinar!

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.

Join us for our Financial Planning Process Webinar, where 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 — we hope to see you there!

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.

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