Upcoming Seminars And Events for 2024

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.

What is a Financial Advisor? – Harrison

What does a financial advisor do? How does a financial advisor help you? Gain insights into the purpose of working with a financial advisor, how they tailor strategies to help meet your unique goals, and the impact that a financial advisor can have on your financial foundation. Take the first step towards financial empowerment and discover the value a skilled financial advisor can bring to your financial success.

February 21, 2024

6:00 pm

In-Person Seminar

LaRosa's, 316 Harrison Ave., Harrison, OH 45030

What is a Financial Advisor? – Eastgate – CANCELLED

This event has been cancelled.

February 22, 2024

6:00 pm

In-Person Seminar

LaRosa's, 4450 Eastgate Blvd., Cincinnati, OH 45245

Coming Soon

The Importance of Life Insurance – Harrison

Life insurance is a key factor in securing your family’s financial stability and in your legacy planning. This seminar highlights the various types, benefits and key considerations to make informed choices for a protected, secure future.

March 13, 2024

6:00 pm

In-Person Seminar

LaRosa's, 316 Harrison Ave., Harrison, OH 45030

The Importance of Life Insurance – Eastgate

Life insurance is a key factor in securing your family’s financial stability and in your legacy planning. This seminar highlights the various types, benefits and key considerations to make informed choices for a protected, secure future.

March 14, 2024

6:00 pm

In-Person Seminar

LaRosa's, 4450 Eastgate Blvd., Cincinnati, OH 45245

The Stock Market & Investing – Harrison

Investing in the stock market can seem overwhelming, but stocks and mutual funds often yield significant gains over time. Attend this seminar to gain valuable insights, strategies and expert tips for navigating the dynamic world of stocks. Discover how to make informed decisions and build a robust financial portfolio.

April 10, 2024

6:00 pm

In-Person Seminar

LaRosa's, 316 Harrison Ave., Harrison, OH 45030

The Stock Market & Investing – Eastgate

Attend this seminar to gain valuable insights, strategies and expert tips for navigating the dynamic world of stocks. Discover how to make informed decisions and build a robust financial portfolio. Don’t miss this opportunity to empower your financial future.

April 11, 2024

6:00 pm

In-Person Seminar

LaRosa's, 4450 Eastgate Blvd., Cincinnati, OH 45245

Deferred Retirement Option Plan (DROP) & Your Retirement – Harrison

Deferred Retirement Option Plan (DROP) is a significant source of retirement funds for Ohio police and firefighters. Attend this seminar to learn how DROP works including eligibility, funding, distribution methods, taxes and more.

May 8, 2024

6:00 pm

In-Person Seminar

LaRosa's, 316 Harrison Ave., Harrison, OH 45030

Coming Soon

Deferred Retirement Option Plan (DROP) & Your Retirement – Eastgate

Deferred Retirement Option Plan (DROP) is a significant source of retirement funds for Ohio police and firefighters. Attend this seminar to learn how DROP works including eligibility, funding, distribution methods, taxes and more.

May 9, 2024

6:00 pm

In-Person Seminar

LaRosa's, 4450 Eastgate Blvd., Cincinnati, OH 45245

Coming Soon
Image of Joe Duffey

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.