Estate Planning & Preserving Yo

COPFCU & Everest Financial Inc Financial Enrichment Workshops

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

Estate Planning & Preserving

Your Wealth

Wednesday, October 19th at 6:00pm
Queensgate Branch, 959 W. 8th Street

Cincinnati, OH 45203

Do you have a will? Should you place your assets in a trust? What kind of Power of Attorney do you need? These are just a few of the considerations surrounding estate planning. Estate planning is vital to protect you and your family and to preserve your wealth and legacy.

Join us for a seminar and discussion on the estate planning process and the documents needed for a comprehensive plan.

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.

We apologize, but there are no sessions available at this time.

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Estate Planning & Preserving Your Wealth

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Thank you for registering for the "Estate Planning & Preserving Your Wealth" seminar. You will receive a confirmation email shortly to confirm your registration.

We look forward to seeing you at the seminar.

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