Financial Partners Luncheon

Monday, April 30
11 am to 1 pm
Old Hickory Golf Club, St. Peters
RSVP by Wednesday, April 25

Join us at this Financial Partners Luncheon to find out more about planning for retirement, managing multiple financial goals, and estate planning essentials. The luncheon seminar will be presented by LPL Registered Representative, Amanda Smith. 

Luncheon Topics Include:

  • What the future of retirement looks like
  • Social Security
    • How to pull statements
    • Considerations on when to take social security income
    • Estimations on amounts
  • Saving for retirement – how much will you need?
  • Inflation and the impacts on the cost of living
  • Selection of Investments – time horizon and risk tolerance
  • Asset allocation
  • Estate planning – account titling, beneficiary, will, and trust

But it won’t be all business! You’ll also enjoy a delicious lunch and attendance prizes too!

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. 1st Financial Federal Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial. Not NCUA Insured | Not Credit Union Guaranteed | May Lose Value

RSVP Today!

The deadline to RSVP is Wednesday, April 25. but space is limited. RSVP by calling Chelsea at (636) 916-8384, via email at CSpringli@1stfinancialfcu.org or you may sign up by filling out our simple online registration form below.

When you RSVP, please include the following information:

  • The number of people who will be attending with you (Do you have friends that you think would benefit from being a member of the Financial Partners Club? Feel free to invite them too!)
  • The name of each person in your party
  • Each person’s lunch preference – Chicken, Beef, or Vegetarian

Not a Club member?

The Financial Partners Club is available to 1st Financial members and their spouses who are age 50 or older. The only club requirement is to maintain a total balance of $2,000 at the credit union. (includes checking account, CDs, and IRAs).* Now’s the perfect time to join!

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