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COPEC - Creating a Financial Plan
This program will discuss the important variables needed to create a sound financial plan as well as review a popular financial planning system as well as how to decipher and utilize the results to reach you long term retirement goals.

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 3, 2023 11:00 AM in Eastern Time (US and Canada)

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