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CDC Investment & Retirement Solutions

We're here to help with your long-term dreams, whether it's retiring on your terms or saving for a life goal.

CDC Investment & Retirement Solutions

You don't need big finances to get big advice. Whether you're just entering the workforce or preparing for retirement, our knowledgeable Investment & Retirement Representative, Mona Bandoh, can determine what strategies are suitable for you. If you're newly married, planning for a child's education, or facing an unexpected job change, Mona can help you pursue your financial goals.

Through our services, you have access to a wide variety of financial management services at one location including:

It's never too late to invest in your future. Small steps today can make for a brighter tomorrow. Contact Mona today at (678) 553-5328 to schedule a no-cost, no-obligation appointment to discuss your individual needs.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Upcoming Seminars

Income for Life

February 13, 6PM

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Register Now for Income for Life seminar

The Three Transitions to Retirement

February 27, 6PM

Your exciting next chapter will start soon. Are you ready? You'll encounter financial, lifestyle and emotional milestones along the way — but you're not in this alone. We'll work together to help you feel confident about your path to retirement.

Register Now for The Three Transitions to Retirement seminar

Rollover Planning

March 12, 6PM

Changing jobs is a common experience for most U.S. workers. But what's the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

Register Now for Rollover Planning seminar

Rethinking Diversification

March 26, 6PM

In today's volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

Register Now for Rethinking Diversification seminar

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CDC Federal Credit Union and CDC Investment & Retirement Solutions are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CDC Investment & Retirement Solutions, and may also be employees of CDC Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CDC Federal Credit Union or CDC Investment & Retirement Solutions. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency
Not Credit Union
Not Credit Union Deposits
or Obligations
May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

CDC Federal Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

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