COPEC Events

Financial Wellness Fridays - Investment Basics

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: Investment fundamentals, including the effects of inflation and compounding How to identify financial goals and time horizons How to measure your risk tolerance, and the relationship between risk and return The difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation
Date: Friday, January 12th, 2018
Time:1:00 PM - 1:30 PM
Location: Webinar
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Financial Wellness Fridays - Medicare Planning

Basic information on Medicare, Medicare D programs, Medicaid. Discussion and information on how to get it, how it works with supplemental insurance and changes.
Date: Friday, January 26th, 2018
Time:1:00 PM - 1:30 PM
Location: Webinar
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