About Our Programs

All COPEC programs are presented at no cost by local volunteer experts and are provided with the goal of overall education without the influence of individual company marketing or sales presentations. Each speaker is committed to the education process and proud to have an impact in our community.

Through this website, you can search topics and order presentations right online. Save time and money by filling your education needs through our COPEC programming.

Our Solutions

For Companies, Organizations & Associations

If your organization provides or would like to provide education programming for your employee Lunch & Learns, management team retreats, annual conferences, association meetings or any other company or organizational needs, you can count on COPEC to be able to provide the content. Absolutely free to use, COPEC assists you in scheduling industry experts in many different areas.

For Individuals

It is COPEC’s goal to ultimately help you, the individual, to provide educational opportunities and expert resources about many topics important to you and your family. Attend employer programming, COPEC University classes, the Financial Wellness Portal or contact us to get assistance regarding personal questions. We are here to help.

For Business Owners

If you are a small business owner and would like COPEC to speak at your trade or professional association, please click here to learn more about our speakers and topics.

COPEC Board of Trustees Disclosure

Daily webcasts and workshops as well as the complimentary 15-minute meeting resource are all hosted by and serviced through the generous support of Retirement Strategies, Ltd. Due to board representation and leadership, Retirement Strategies, Ltd., RS Tax & Accounting, Inc & Golowin Legal, LLC are considered affiliated companies of COPEC. Click here for full COPEC and board affiliation disclosure information.

Our Leadership

James Lindner

James (Jay) Lindner, CFP®,ChFC®, CLU®
President & Board Chairman

With nearly 30 years of community service and non-profit leadership, Jay has committed much of his life to serving our community. Co-founder and President of COPEC, Jay continues to strive to serve others needs before his own and inspire others to do the same. In addition to COPEC, Jay also has served on the board of Future Possibilities Child Mentoring, Kiwanis, Junior Achievement, Big Brother Big Sisters, Miracle League, Leadership Dublin, Nationwide Children's Reah out & Read and others.  In addition to running COPEC, Jay is also President & CEO of Retirement Strategies and is co-owner of  RS Tax & Accounting, Inc.

Jerry Snyder

Jerry Snyder, CFP®
Secretary

Jerry Snyder graduated from Ohio University with a B.S. degree in communications and a Minor in Business Administration. He later earned his MBA with emphasis in personal finance from Xavier University. Over the course of his career, Jerry has attained his Certified Financial Planning (CFP®) credentials and maintains active membership in the Financial Planning Association (FPA). Jerry is a member of the Ohio State University Presidents Club. His civic activities include being a past trustee of the North-West Civic Association, Kiwanis and Big Brother/Big Sister and a trustee on the Upper Arlington Commission on Aging.

Sherrir Finley

Sherri Finley
Treasurer

 Sherri, a co-owner of RS Tax & Accounting Services, Inc. is an enrolled Agent with over 30 years experience in Public Accounting including individual, business services.  these services include  non-profit organizations,trusts, payroll tax preparation, processing payroll and preparing financial statements.  She graduated from Cedarville University with a BA in Accounting and is also a certified QuickBooks ProAdvisor.

Russ Golowin

Russ Golowin, Esq.
Board Member

After graduation from law school, Russell worked for a boutique estate planning firm until he opened his own practice not far from downtown Columbus in the Upper Arlington/Grandview area. He has been hired to present seminars on Medicaid Planning for other attorneys and financial professionals as well as to speak to the members and retirees of the Ohio State Teachers Retirement System on retirement planning, elder law, and estate planning issues. Russell resides in Upper Arlington with his wife Jennifer and their two children, Avery and Drew. He was the 2014 President of the Upper Arlington Civic Association and enjoys coaching baseball and softball.
Tamara Duvall

Tamara Duvall
Board Member

Tammy Duvall has been a Director of Client Service with Retirement Strategies since 2014. Tammy manages our client service team and daily operations with attention to detail and superior client focus. She is a liaison for our financial advisors and our clients. Tammy came to us with having over 22 years of customer service experience in mortgage banking industry. She graduated from The Ohio State University in 1992 with a degree in Marketing and Transportation Logistics. She resides in Hilliard with her husband Mike and their two children, Grant and Margaux.
 

Our Venues

Thank you to all of our current and past companies, associations and organizations that have counted on COPEC for their educational needs. We are proud to serve each and every time.

Download COPEC Venue Partners
 

Resources

About COPEC Download
Agreement - Speakers Download
Brochure Download
COPEC - Ap2014 Download
COPEC 990 Download
COPEC Articles of Incorporation 2004 Download
COPEC Articles of Incorporation Amended 2011 Download
COPEC By-Laws Download
COPEC Conflict of Interest Policy Download
COPEC Effectiveness Assessment Policy Download
COPEC Evaluation Form Download
COPEC IRS 501C3 Approval Letter Download
COPEC Privacy Policy Download
COPEC State Certificate of Continued Existence 2009 Download
Future Possibilities & COPEC Annual Charity Golf Outing 2017 Download
2015 COPEC Annual Report Download
COPEC Certificate of Continued Existence Download
COPEC 2016 Annual Report Download
COPEC Statement of Financial Position 2016 Download