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 our or catching up, this session will empower you to plan for a secure and fulfilling retirement.
Take the guesswork out 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.
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.
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.