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.
Join us for an engaging seminar designed to help you take control of your retirement journey. Discover essential tips for retirement planning, tools to calculate how much you’ll need, and practical strategies to achieve your financial goals. Whether you’re just starting out or catching up, this session will empower you to plan for a secure and fulfilling retirement.
With recently lowered interest rates and a new administration in the White House, now is an ideal time to evaluate your student loan refinance options. Join us for an upcoming webinar full of information to help you understand your options for student loan refinance. Sessions will be held on Tuesday, February 25th at 1pm and 6pm.
Join us for an engaging seminar designed to help you take control of your retirement journey. Discover essential tips for retirement planning, tools to calculate how much you’ll need, and practical strategies to achieve your financial goals. Whether you’re just starting out or catching up, this session will empower you to plan for a secure and fulfilling retirement.
Take the guesswork our of Social Security and turn insecurity into confidence. In this insightful seminar, you’ll learn strategies to maximize your benefits and secure your financial future. Gain valuable tips on how to make informed decisions and transform your Social Security into a reliable cornerstone of your retirement plan.
Take the guesswork our of Social Security and turn insecurity into confidence. In this insightful seminar, you’ll learn strategies to maximize your benefits and secure your financial future. Gain valuable tips on how to make informed decisions and transform your Social Security into a reliable cornerstone of your retirement plan.
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.
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.