“John recently conducted a workshop for about ten of our CPAs, updating us on current tax law regarding long-term care and reverse mortgages. He had done a workshop for us earlier on health savings accounts and did such a good job that we invited him back. John has a very good presentation style. The workshop was great, and he handed out some very informative material.”

M. Enderle, CPA
Partner
Stivers and Associates

Seminars & Workshops

Solid information is the first step in making decisions that ensure a secure future for you and your family. At Cooper & Associates, we are available to speak to your organization or support group about a wide array of financial issues affecting those over 50. Topics include:

• Reverse Mortgages - the Best Kept Secret in Retirement Planning
• Reverse Mortgages - Setting the Record Straight
• Planning for Longevity - Strategies for a Secure Retirement
• LTC Insurance - Is It The Right Fit for You?
• LTC and Business Owners - Maximizing Your Benefits

If you would like more information about our informative and educational group presentations, please give us a call at 859-224-0764 or email us.