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.
Help ensure confidence 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 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.