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What We Offer

COFE offers educational classes available to the public. We understand that millions of people have questions like “what are my best options regarding the timing of my Social Security payment?” Or, “What’s the best way to take income from my IRA or 401(k)?” 

Each person has a unique set of circumstances and a particular need for retirement income. Most Americans are unaware of the various types of income streams available from different retirement vehicles and how to best access them. Countless people have no understanding whatsoever of the tax implications of their financial decisions and truly need an awareness of the tax liabilities awaiting them in retirement.

Our financial professionals are educators first. They are committed to helping people develop personalized fiscal strategies that are best for their unique financial needs. They are also available to assist students with the implementation of appropriate plans and strategies if the need arises once the courses are completed. Our financial professionals teach and answer questions in our classes. There are no sales pitches nor sales efforts allowed during any classroom discussion and each attendee is afforded every opportunity to learn various financial concepts and strategies in a fun, safe and light-hearted atmosphere.


If you have questions about your current retirement plan or if you have been wondering about a particular financial strategy or financial tool, then come take a course with us. Many of our students are simply looking for a place to start their journey to a better financial education. Others have very complicated questions and scenarios that need specific solutions. In either case, COFE is your best, first step toward better retirement results. Follow-up complimentary consultations are also available at the completion of your particular course if so desired.