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)

COPEC - Tax Preparation Strategies

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

February 2, 2024 11:00 AM

COPEC - Investment Portfolio Management (Including 403(b), 457, 401(k), IRA's & Roth IRA's)

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

February 9, 2024 11:00 AM

COPEC - Estate Planning 101

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

February 16, 2024 11:00 AM

COPEC - Protecting Assets from Nursing Home Expenses

Location:

Zoom

Date & Time (eastern):

February 23, 2024 11:00 AM

COPEC - Creating a Financial Plan

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

March 1, 2024 11:00 AM

COPEC - Financial Roundtable Discussion

Location:

Zoom - Online Web Meeting

Date & Time (eastern):

March 8, 2024 11:00 AM

COPEC - Medicare and Social Security

Location:

Zoom

Date & Time (eastern):

March 15, 2024 11:00 AM

Retirement Decisions Workshop - April 4, 2024 12:00pm Session

Location:

OSU Fawcett Center (In Person) - 2400 Olentangy River Rd, Columbus, OH, 43202

Date & Time (eastern):

April 4, 2024 12:00 PM

Retirement Decisions Workshop - April 4, 2024 5:30pm Session

Location:

OSU Fawcett Center (In Person) - 2400 Olentangy River Rd, Columbus, OH, 43202

Date & Time (eastern):

April 4, 2024 5:30 PM