Join us every Friday at 11:00am for our COPEC financial wellness lecture series highlighting numerous personal financial wellness topics for your ongoing personal education benefit. Each weekly webinar will be a 60-minute lecture by one of our experts providing great information and discussion supporting financial wellness initiatives. Each lecture 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.
Rick Z joins the webcast as we discuss LTC planning, and budgeting with credit score info.
There will be NO FINANCIAL FRIDAY WEBCAST on this date. Happy Thanksgiving!
Jill joins the webcast as we discuss taxes, tax planning, and especially year-end tax planning.
James and Nate join the webcast as we discuss the broader aspect of financial planning, including reviewing an example plan.
Jerry Joins the webcast as we discuss organization techniques, especially understanding and organizing your vital papers and most important documents.
There will be NO FINANCIAL FRIDAY WEBCAST on this date. Merry Christmas & Happy Holidays!