Estate Planning & Preserving Your Wealth

COPFCU & Everest Financial Inc Financial Enrichment Workshops

COPFCU and Joe Duffey of Everest Financial Inc. invite you to attend dinner and a discussion.

Estate Planning &

Preserving Your Wealth
Wednesday, May 3rd at 6:00pm
LaRosa's Restaurant

2411 Boudinot Avenue • Cincinnati, OH 45238

Do you have a will? Should you place your assets in a trust? What kind of Power of Attorney do you need? There are just a few of the considerations surrounding estate planning. Estate planning is vital to protect you and your family and to preserve your funds and legacy. Join us for dinner and a discussion on the estate planning process and the documents needed for a comprehensive plan.

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 agency 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 "Estate Planning & Preserving Your Wealth." You will receive a confirmation email shortly to confirm your registration.

We look forward to seeing you at the seminar.

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