COPEC Workshop Events:
Retirement Decisions & Financial Wellness Fridays
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Register Below...  See descriptions once you click "Register" Button.

Join us for our Retirement Decisions & Financial Wellness Fridays workshop series.  Retirement Decision sessions are designed for those contemplating retirement within the next five years. A discussion covering OPERS-STRS Pension Benefits, Pension Distribution Options, Social Security Benefits and Offsets, Alternative Retirement Plans, and a review on comprehensive Financial Planning. Multiple dates and locations are available.

Our Financial Wellness Friday lecture series highlights numerous additional personal financial wellness topics.  Throughout the year, topics will include legal, planning, budgeting, tax, investment, topics on aging, and many, many more, including the topics from the Better Business Bureau. Make sure you are on our newsletter for upcoming announcements.

Thanks to the COPEC (a 501C3 organization) Education outreach mission, all programs are at no cost to the public and without direct product or services sales.  Click here for full COPEC and board affiliation disclosure information.

Covid-19 Announcement -
We are following the guidelines from the venue(s) related to their policy regarding COVID-19 matters. Therefore, all events are subject to becoming webinar based if the recommendation refrains from meeting in person.

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Financial Wellness Workshops
Register for Upcoming workshops >

Upcoming Events
(Click button to view description and to register)

Medicare, Social Security & Health Care (Open Enrollment) - Webinar

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

October 11, 2024 11:00 AM

Understanding 403b, 457, 401k and other Retirement Accounts - Webinar

Location:

Zoom - Online Web Meeting

Date & Time (eastern):

October 18, 2024 4:08 PM

Estate Planning Essentials (102) - Webinar

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

October 25, 2024 11:00 AM

Probate Basics - Webinar

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

November 1, 2024 11:00 AM

Creating a Financial Plan - Webinar

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

November 8, 2024 11:00 AM

Year End Tax Planning - Webinar

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

November 15, 2024 4:17 PM