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COPEC - Investment Portfolio Management (Including 403(b), 457, 401(k), IRA's & Roth IRA's)
This program will discuss the important concepts needed to develop and manage a sound investment portfolio for long term financial success. This discussion will include understanding company retirement plan options (including OSU) as well as options when managing money on your own. Additional discussions will include tax management strategies, legacy planning, utilizing a financial plan to determine asset allocation and risk tolerance.

Your presenter will be Nate Quilter, CFP® of Retirement Strategies, Ltd. located at 5060 Parkcenter Ave. Suite A Dublin, OH 43017. Nate can be reached at nquilter@retirement-strategies.com or P: 614-799-8668. www.retirement-strategies.com.

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

Mar 10, 2023 11:00 AM in Eastern Time (US and Canada)

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