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We are also hosting an event on Thursday, October 26th. To see the details for the event, click the button below!

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Phone: 443-370-2005

Email: Kim@coppercreekfinancial.com

Website: coppercreekfinancial.com

Join us for a FREE IN-PERSON
WORKSHOP that focuses on How to Create a Retirement Income Plan That LASTS

Join us for a FREE IN-PERSON
WORKSHOP that focuses on RMD's & Taxes in Retirement

Thursday, August 21st @ 6:00 PM

Riviera Beach Library

1130 Duvall Highway, Pasadena, MD 21122

What You'll Learn:

Explore Social Security claiming strategies for maximum benefit

Identify common risks to retirement income—and how to protect yourself

Learn how to budget for healthcare, inflation, and lifestyle needs

Understand how to make your money last—no matter how long you live

Minimize taxes with smart withdrawal and asset allocation strategies

Discover how to turn your savings into reliable retirement income

Join us

Thursday, August 21st @ 6:00 PM

Riviera Beach Library

1130 Duvall Highway, Pasadena, MD 21122

ABOUT YOUR HOST

Jacob Serfas

At Copper Creek Financial, we want to help you pursue your financial goals. Our team is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

BONUS: Attendees will be eligible for a complimnetary copy of Jacobs book Permission to Spend: What to do When Your Paycheck Stops and Retirement Begins

BONUS! Attendees may be eligible to receive a complimentary copy of Jacobs book Permission to Spend What to do When Your Paycheck Stops and Retirement Begins