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.
Retirement doesn’t mean your tax planning is over – it’s just beginning. In this session, you’ll uncover how lost deductions can impact your tax bill, debunk common myths about taxes in retirement, and understand the tax implications of working while receiving Social Security. We’ll also break down how recent tax law changes could affect your income and investments – and help you determine when, why, and how to invest with confidence.
Join us for a free informational financial planning workshop and breakfast. Learn tips as you plan for retirement, determine how much you may need for your future, and explore strategies to help you reach your retirement goals. Discover how to incorporate your DROP benefits into your retirement plan.
Planning for income in retirement? Join us for a free informational lunch seminar focused on Social Security strategies. We’ll cover how retirement may impact your family, ways to maximize your benefits, updates on the Social Security Fairness Act, and how to turn Social “Insecurity” into smart, sensible strategies.
Ensure peace of mind for yourself and your loved ones by getting your house in order. This free lunchtime seminar offers guidance on organizing your affairs, creating a lasting legacy, and planning for the future. Learn practical steps to secure your family’s future and leave behind a legacy that truly reflects your values.
Ensure peace of mind for yourself and your loved ones by getting your house in order. This seminar offers guidance on organizing your affairs, creating a lasting legacy, and planning for the future. Learn practical steps to secure your family’s future and leave behind a legacy that truly reflects your values.
Ensure peace of mind for yourself and your loved ones by getting your house in order. This seminar offers guidance on organizing your affairs, creating a lasting legacy, and planning for the future. Learn practical steps to secure your family’s future and leave behind a legacy that truly reflects your values.
Women typically earn less than men but live about five years longer, making saving and investing even more essential. Join us for a free presentation that will cover key investment principles every women should know.
Women typically earn less than men but live about five years longer, making saving and investing even more essential. Join us for a free presentation covering key investment principles every women should know. Learn about important opportunities such as asset allocation, and the difference between financial products like mutual funds and annuities.
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.