Event Details
COPFCU and Joe Duffey of Everest Financial Inc. invite you to attend
Estate Planning - Protecting Your Legacy
Thursday, November 12, 2026
Choose the session that works best for you:
11:30 AM
COPFCU Fairfield Township
6714 Gilmore Road
Hamilton, OH 45011
6:00 PM
Boudinot LaRosa's
2411 Boudinot Avenue
Cincinnati, OH 45238
About the Seminar: Do you have a will? Should you place your assets in a trust? What kind of Power of Attorney do you need? These are just a few of the considerations surrounding estate planning. Estate planning is vital to protect you and your family and to preserve your wealth and legacy. Join us for a presentation and discussion on the estate planning process and the documents needed for a comprehensive plan.
Joseph Duffey of Everest Financial Inc., offers securities and advisory services through Madison Avenue Securities, LLC (MAS). Member FINRA/SIPC, and a registered investment advisor. MAS, Everest Financial Inc., and Cincinnati Ohio Police Federal Credit Union (COPFCU) are not affiliated companies. Everest Financial Inc. is not affiliated with or endorsed by an U.S. government agency or any governmental agency. Investing involves risks including the potential loss of principle. Investments are not NCUA insured and have no financial institution guarantees. Everest Financial Inc. does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
