Our firm believes it is very important to be stewards of the financial services industry by providing ongoing education opportunities to clients as well as the community at large. Through strong education, consumers can become more aware of how to protect themselves against undue risk, basics of investment management, value of proactive planning, tips and tools for tax management along with many other valuable topics.
Our commitment to providing proactive financial education evolved into the founding of a 501(c)(3), nonprofit organization for the benefit of the community called Central Ohio Professional Education Council (COPEC). COPEC was co-founded by the partners of Retirement Strategies, Ltd. and Robert Hendrix, Esq. and maintains a strong partnership between the organizations. Our firm's partners are active presenters of educational seminars for COPEC.
The mission of Central Ohio Professional Education Council (COPEC) is to help improve the quality of life for Central Ohioans through adult workshops and educational seminars. Their goal is to provide a safe and ethical educational environment for organizations to make available to their members and employees. COPEC speakers are available at no charge and with no sales pitch to speak to your business or community group about a variety of topics. If you know of an organization that would benefit from financial education for their employees or members, please visit the link below to learn more: