Event Description
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, July
18, from 9:30 a.m. to 5 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 on Tuesday, July 18.
PLUS,
Great Banking Savings for Drexel Faculty and Professional
Staff
Did
you know that members of the Drexel University community, including the Academy
of Natural Sciences and Drexel University Online, are able to receive exclusive
deals with our official financial partner the Franklin Mint Federal Credit
Union?
Drexel
University students or employees who open a FREE checking account with Franklin
Mint Federal Credit Union are eligible to receive up to $100 back in cash
rewards. Drexel University faculty, professional staff, and students are
eligible to receive a quarter percent off personal, auto, and home equity loan
rates. For more information, please stop by the branch at 3200 Chestnut Square or
call 267-298-1018.
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 |