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COPEC - Financial Roundtable Discussion

Financial Round Table

This week round table will discuss the importance of preserving assets against may perils that life can present throughout our lifetimes and for the purpose of maintaining financial independence for our entire life.

Our COPEC panel consisting of an Elder Law/Estate Planning attorney, a CPA, a Property and Casualty Insurance Specialist, a Certified Financial planner and a Registered Investment Advisor will offer education and strategies for consideration in protecting ones assets from market downturns, Estate and Probate costs, paying excess Federal, State and Estate taxes, loss of personal property, your home and automobiles due to fire, accidents or theft and protection from the costs of Long Term Care at home or in a facility.

Please note: For this program, we will try to open chat and even microphones for attendee questions.

Round Table Discussion Presenters will be a combination of COPEC Speakers including Experts from: Retirement Strategies, Ltd., RS Tax & Accounting Services, Inc. & Golowin Legal, LLC. You can learn more about your speakers and supporting firms at COPEC website.

Go to www.copeceducation.org for full COPEC and board affiliation disclosure information and speaker information..

Apr 7, 2023 11:00 AM in Eastern Time (US and Canada)