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 Workshops

COPEC - Estate Planning 101

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

October 1, 2021 11:00 AM

COPEC - Estate Planning 201

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

October 8, 2021 11:00 AM

COPEC - Understanding 403(b), 457, 401(k), IRA's & Roth IRA's

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

October 15, 2021 11:00 AM

COPEC - COPEC - 10 Critical Aspects of Financial Wellness (Financial Planning Basics)

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

October 22, 2021 11:00 AM

COPEC - 2021 Year-End Tax Planning

Location:

Zoom - On Line Web Meeting

Date & Time (eastern):

October 29, 2021 11:00 AM