Join us for our COPEC Financial Wellness Friday lecture series highlighting numerous personal financial wellness topics for your ongoing personal education benefit. Each webinar will be a 60-minute lecture by one of our experts providing great information and discussion supporting financial wellness initiatives. Each webcast will be lecture based and will not include listener Q&A. Topics will include legal, planning, budgeting, tax, investment, topics on aging, and many, many more, including the topics from the Better Business Bureau.
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.
A fast-paced explanation of wills and probate, avoiding probate with revocable trusts, financial powers of attorney, living wills and more.
Building on concepts of Estate Planning 101, this program dives into more advanced topics including....
This program will present the basics of your 401(k), 403(b), 457(b), IRA, and Roth IRA retirement accounts.
This program will help individuals understand and organize their important papers and vital documents including Will, Trusts, Powers of Attorney, Health Care Directives, Insurance Contracts, Deeds, Mortgages, Brokerage Statements, etc. Discussion will include what these documents do and how they should be written. A Power Point presentation and handouts will be provided.