Helpful Resources for Members
Workshops, 1-on-1 Consultations, Articles, Videos & more...
Knowledge is Power.
Some Members will receive a pension upon retirement. Others will self-fund their retirement through 401k's, IRAs, Social Security, etc.
All Members can benefit
from the free resources below including:
with Egidio Assante Lennon Wealth Management LLC for a free personal consultation - with no obligation
Online Learning - videos, tools, etc. Quick-learn from the Retirement 101
, When to Collect Social Security
and other content. You will find the Money-Wise!
Owl throughout this website. Click on the Money-Wise!
button each time to find topically relevant videos, tools and resources.
Financial Planning - consultation
Offered to WCTFCU members through Egidio Assante Lennon Wealth Management LLC, 20 Realty Drive, Cheshire, CT.06416 .
Mark Egidio &/or his associates will discuss your personal goals and help you plan for a secure financial future. Call today for a free, no obligation personal consultation. Egidio Assante Lennon associates are available to meet with WCTFCU Members at the Cheshire office, and at a WCTFCU branch.
- Egidio Assante Lennon LLC website
- 877.567.0290 ONLY for Workshop Registration
Mark Egidio and the financial advisers of Egidio Assante Wealth Management, LLC offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Investments are not insured by the NCUA and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. Waterbury CT Federal Credit Union is not a registered broker-dealer or Registered Investment Adviser. WCTFCU and Commonwealth are separate and unaffiliated entities.