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.
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.
Get the insights you need to confidently plan for retirement. During this session, you’ll explore how to estimate your retirement needs, discover strategies to help you reach your goals, and learn how the Deferred Retirement Option Plan (DROP) can be a key part of your overall plan.
Get the insights you need to confidently plan for retirement. During this session, you’ll explore how to estimate your retirement needs, discover strategies to help you reach your goals, and learn how the Deferred Retirement Option Plan (DROP) can be a key part of your overall plan.
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.
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.
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.