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COPFCU and Joe Duffey of Everest Financial Inc. invite you to attend this FREE retirement workshop.
Retirement Income Puzzle
Wednesday, May 8th, 2024 at 6:00pm
LaRosa's Restaurant
316 Harrison Avenue | Harrison, OH 45030
What are the puzzle pieces that impact your retirement? Educating yourself on important topics about your retirement, can assist you in achieving your Retirement Dreams. Join us for a presentation and discussion to learn whether or not your current retirement strategy is prepared for longevity, taxes, health events and economic volatility.
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 agency 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.
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DROP & Your Retirement - Harrison
Session
Wed 5/8/2024
6:00 PM ET
LaRosa's Restaurant
316 Harrison Avenue
Harrison, OH 45030
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Thank you for registering for "Retirement Income Puzzle" in Harrison, Ohio. You will receive a confirmation email shortly to confirm your registration.
We look forward to seeing you at the seminar.
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