Create Your Own Company Financial Education Series

Created: Business to Business

Does your company implement a full and ongoing Financial Education Series to your employees? It is important to not underestimate the importance of offering comprehensive workplace financial education for the benefit of both the employees and employer. Workplace financial education remains the best arena for reaching the most people but is not living up to it’s potential. Also, if you

Become a Venue

Company Health Fair – Financial Wellness Support

Created: Business to Business

Does your company provide an employee health fair? Consider including information on Financial Wellness as well. Financial problems or concerns about saving enough for retirement is one of the leading causes of employee stress in the workplace. Your employees need financial guidance and education and look to their employer to provide support where possible. Consider COPEC Financial Partners to supplement

Become a Venue

Financial Planning Round Table Discussion (Maximum of 12 Attendees)

Created: Business to Individual

Spend time talking finances with a Certified Financial Planner (CFP®). Have your employees submit questions ahead of time or just show up for an open round table discussion on financial planning issues important to you. This round table discussion is meant to have a maximum of 12 attendees and can include any other financial expert you choose. Insurance, Legal, Tax,

Become a Venue

Retirement Income Decisions – Retirement Planning 2 Years Out

Created: Business to Individual

Will you have enough money? Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there is no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility

Become a Venue

Preparing for Retirement – Retirement Planning 10 Years Out

Created: Business to Individual

Will you have enough to retire comfortably? Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility ad potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up for a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.

Become a Venue

Retirement Savings Challenges for Women

Created: Business to Individual

When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges. It’s important to recognize these challenges and plan accordingly. Attend the Retirement Savings Challenges for Women seminar, and you will learn: The importance of planning for retirement The need to account for inflation, taxes, and the potential future cost of health

Become a Venue

Roth IRA Conversions

Created: Business to Individual

Are you thinking about converting to a Roth IRA? Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions from Roth IRAs are completely free from federal income taxes. Is a Roth conversion right for you? The answer is a complicated one, and depends on your particular situation, including whether you believe you’ll be in

Become a Venue

Special Needs Planning

Created: Business to Individual

Do you have a loved one with special needs? Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming, but by proceeding in an organized fashion, you can provide for the security and well-being of a loved one. In this seminar on Special Needs Planning, you will learn:

Become a Venue

Women & Money

Created: Business to Individual

Do you know the steps to take charge of your financial future? Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That’s why it’s so important that no matter what life stage they’re in, women know how to save, invest, and plan for their future.

Become a Venue

Investment Basics

Created: Business to Individual

Are your investments on track? The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn’t have to be difficult. In this seminar on Investment Planning, you will learn:      

Become a Venue