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:
The Central Ohio Professional Education Council is a 501(c)3 community education non-profit organization. Thanks to COPEC’s educational outreach mission, all programs are at no cost to the public and without direct product or service sales. COPEC does not endorse any participating companies that support our mission. The COPEC Board of directors providing direction and financial support for COPEC outreach is provided by Golowin Legal, LLC, RS Tax & Accounting, Inc. and Retirement Strategies, Ltd., their members and staff thus are considered affiliated. Board leadership and volunteer speakers donate time and expertise without any expectation of business sales or financial gain as a result.
COPEC Financial Wellness Portal including the Daily Financial Wellness Webcast, Retirement Decisions Workshops, Financial Wellness Fridays Lecture Series as well as the complimentary 15-minute complimentary meeting resource are all hosted by and serviced through the generous support and donation of Retirement Strategies, Ltd. In the event additional business relationships were to develop between COPEC program attendees and COPEC Speakers whom may be affiliated, it is understood it to be above and beyond the free education services scope of the COPEC mission and was initiated by client or program attendee. These relationships established specifically with Retirement Strategies, Ltd if desired will require new contractual agreements clearly identifying the new business relationship and purpose. For those program attendees may in fact seek out additional advice it is understood and encouraged that they interview multiple Non-COPEC Advisory firms or financial advisors for their personal needs.
Retirement Strategies, Ltd., is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
COPEC and Retirement Strategies, Ltd. are affiliated as they are under common control.