Retirement Income Puzzle
COPFCU and Joe Duffey of Everest Financial Inc. invite you to attend this FREE financial enrichment workshop.

The Retirement Income Puzzle
Wednesday, February 16th at 6:00pm
Queensgate Branch • 959 W. 8th Street • Cincinnati, OH 45203

Taxes, inflation, market risk, and low rates of return are all factors to consider when planning a successful retirement. Learn how these items may impact you and discover strategies to help navigate around them.

Dinner will be provided during the seminar.

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. Everest Financial Inc. does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
* Required

Registration Information



February 16, 2022 - Retirement Income Puzzle

Additional Questions

  
No seats available for additional attendees.

Additional Attendees