COPFCU and our financial planning partner, Joe Duffey of Everest Financial Inc., invite you to attend these free educational workshops. Registration is required to attend.
Social Security is a key piece in planning for income in retirement. Making an informed decision on when and how to claim it can make a huge difference in your future finances. Join us for a presentation and discussion on strategies to maximize your benefit payout.
Do you have a will? Should you place your assets in a trust? What kind of Power of Attorney do you need? These are just a few of the considerations surrounding estate planning. Estate planning is vital to protect you and your family and to preserve your wealth and legacy. Join us for a presentation and discussion on the estate planning process and the documents needed for a comprehensive plan.
The markets will go up and down; that’s a fact. Join us for a presentation and discussion on what is causing the current market volatility and how to retain some sanity in the midst of this crazy market.
Many Americans are surprised to learn that income taxes can be their single largest expense in retirement. Determining how much income you’ll need to cover all expenses after you’ve finished working is a key part in planning for retirement, and failure to account for taxes on your income can have a significant impact on how long your assets will last. Join us for a presentation and discussion to learn how you can be prepared for a more comfortable and rewarding retirement lifestyle.
What are annuities? How do they work? Are they appropriate for you in your investment strategy? Join us for a presentation and discussion to learn about annuities and how they can provide a predictable, reliable, sustainable income stream during retirement.
Taxes, inflation, market risk, and low rates of return are all factors to consider when planning a successful retirement. Join us for a presentation and discussion on how these items may impact you and how to best navigate around them.
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.