L.E.A.R.N, Life, Estate and Retirement Needs
To embrace life-long learning for individuals,
families, and business owners

Mission : Improve financial security for individuals and business owners

Vision : Empower and impart knowledge to those willing to learn

Values : We strive to help all of our clients achieve financial prosperity! Strength, wisdom, patience and wealth are the qualities symbolized by our elephant image.

Objective : Present relevant seminars on all facets of financial planning including tax and estate, risk management, wealth accumulation and transfer and succession planning strategies.

Complimentary Lunch and LEARN Seminars for 2010
Location : Comfort Inn, Topaz Room, 11:30 – 2:00

January 27 – Preparing for Retirement at any age : Facts & Myths
Guest Speaker : Leslie Lilly, CFP

March 31 – Tax tips and Estate Planning Essentials
Guest Speaker : Marilyn DeRooy, BComm, CA, CIA, CFP

May 26 – Surviving the cost of health events : What you can do to prepare
Guest Speaker : Susan McLeay, RHU, EPC, RN, HBScN, MEd

September 25, 2010 : Education Day & Evening Function
Cooper Financial Annual Fundraiser
Cocktails, dinner, silent auction and dance to the music of NOVA