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IRA Need-to-Knows Webinar

Thursday, April 18th | 12 p.m. to 1 p.m. ET

Dive into the benefits of IRAs with our free, informative, and engaging webinar!

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.

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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