FREE 45-Minute Financial Check-ups with Franklin Mint Federal Credit Union (15 Wellness Points)*

Tuesday, January 29, 2019

10:00 AM-4:00 PM

Franklin Mint Federal Credit Union and A Healthier U are pleased to offer Drexel University faculty and professional staff members a FREE, no-obligation, 45-minute financial check up at the University City branch of Franklin Mint Federal Credit Union.

Participants will meet a financial advisor to discuss how to meet their financial goals.

You may have questions such as:

•Are your retirement funds properly positioned?

•Is it time to start a college fund for your children?

•Do you want to begin investing in the stock market?

•Do you have enough life insurance protection?

If you answered yes to any of the above, or if you have specific questions about any of the below topics, a 45-minute financial check-up might be ideal for you. During this session, you can receive guidance about any of the below topics:

•Financial Planning

•Stocks, Bonds, and Annuities

•Mutual Funds

•Retirement Planning

•401(k) and 403(b) Rollovers

•Tax Reduction Strategies

•Education Planning

•Life Insurance Planning

•Long-Term Care Planning

The 45-minute financial check-up sessions will be held Tuesday, January 29, and Wednesday February 6, from 10:00 a.m. to 4:15 p.m. by appointment only at the University City branch of Franklin Mint Federal Credit Union (3200 Chestnut Square). This opportunity is open to all Drexel University faculty and professional staff. Space is very limited! 

To schedule your no-obligation appointment, please call the University City Branch of Franklin Mint Federal Credit Union at 267-298-1018 and tell them you would like to schedule your complementary 45-minute financial check-up. 

For more information about these sessions, please contact Monica Fauble at mfauble@drexel.edu

Financial Services at FMFCU available through LPL Financial*

*Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advice offered through PFG Advisors, a Registered Investment Advisor. PFG Advisors and Financial Services at FMFCU are separate entities from LPL Financial. Franklin Mint Federal Credit Union, Financial Services at FMFCU and PFG Advisors are not registered broker/dealers and are not affiliated with LPL Financial.Not NCUA Insured No Credit Union Guarantee May Lose Value