Free 45-Minute Financial Check-ups with Franklin Mint Federal Credit Union (15 Wellness Points)
Wednesday, January 29, 2020
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.
- 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, Jan. 29,
and Wednesday, Feb. 6, from 10 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 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