COPFCU and our financial planning partner, Joe Duffey of Everest Financial Inc., invite you to attend these free educational seminars. Registration is required to attend.
What are the puzzle pieces that impact your retirement? Educating yourself on important topics about your retirement can assist you in achieving your retirement dreams. At this seminar, learn whether or not your current retirement strategy is prepared for longevity, taxes, health events and economic volatility.
What are the puzzle pieces that impact your retirement? Educating yourself on important topics about your retirement can assist you in achieving your retirement dreams. At this seminar, learn whether or not your current retirement strategy is prepared for longevity, taxes, health events and economic volatility.
What are the puzzle pieces that impact your retirement? Educating yourself on important topics about your retirement can assist you in achieving your retirement dreams. At this seminar, learn whether or not your current retirement strategy is prepared for longevity, taxes, health events and economic volatility.
When is the right time for you to take social security? At this seminar, learn how you can maximize your social security benefits and incorporate your social security into your retirement plan.
When is the right time for you to take social security? At this seminar, learn how you can maximize your social security benefits and incorporate your social security into your retirement plan.
When is the right time for you to take social security? At this seminar, learn how you can maximize your social security benefits and incorporate your social security into your retirement plan.
Joseph Duffey of Everest Financial Inc. offers securities and advisory services through Madison Avenue Securities LLC (MAS), Member FINRA/SIPC, and a registered investment advisor. MAS, Everest Financial, Inc. and Cincinnati Ohio Police Federal Credit Union (COPFCU) are not affiliated companies. Everest Financial Inc. is not affiliated with or endorsed by any U.S. government or any governmental agency. Investing involves risk including the potential loss of principle. Investments are not NCUA insured and have no financial institution guarantees.