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.
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.