Plan Ahead With These Upcoming Seminars And Events.

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.

Staying Sane in a Crazy Market

The markets will go up and down; that’s a fact. Join us for a presentation and discussion on what is causing the current market volatility and how to retain some sanity in the midst of this crazy market.

June 14, 2023

6:00 pm

In-Person Seminar

LaRosa's Restaurant, 2411 Boudinot Ave.

Taxes: How They Affect Your Retirement

Many Americans are surprised to learn that income taxes can be their single largest expense in retirement. Determining how much income you’ll need to cover all expenses after you’ve finished working is a key part in planning for retirement, and failure to account for taxes on your income can have a significant impact on how long your assets will last. Join us for a presentation and discussion to learn how you can be prepared for a more comfortable and rewarding retirement lifestyle.

September 13, 2023

6:00 pm

In-Person Seminar

COPFCU Queensgate Branch, 959 W. 8th Street

Coming Soon

Demystifying Annuities

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.

October 11, 2023

6:00 pm

In-Person Seminar

COPFCU Queensgate Branch, 959 W. 8th Street

Coming Soon

Retirement Income Overview

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.

November 1, 2023

6:00 pm

In-Person Seminar

COPFCU Queensgate Branch, 959 W. 8th Street

Coming Soon

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.