The Council of Financial Educators (COFE) is an association of professionals from various financial services industry disciplines who are convinced that a clear understanding of a variety of financial tools and strategies is the first step towards making sound financial decisions regarding retirement. Our professionals understand the countless challenges and opportunities presented to retirees and pre-retires in today’s ever-changing world and feel a passion to help them navigate safely.
Motivated by a desire to serve and a love for education, our professionals offer courses free of charge to anyone who has a desire to learn. Having the power of decades of real world experience, our instructors clearly explain the opportunities and the limitations of various financial tools and strategies and provide a safe place for attendees to learn and understand. Everyone has questions. We have answers!
Topics of interest for our class attendees include Social Security Optimization, IRA Options; Self Directed, Roth, SEP, Retirement Income Planning, 401(k) and 403(b) Management, Pension Maximization, Tax-Free Retirement Income Strategies, Estate Planning, Family Wealth Transfer and many, many more.
What We Offer
The Council of Financial Educators (COFE) offers educational classes available to the public at no charge. 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 class 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 towards better retirement results. Follow-on complimentary consultations are also available at the completion of your particular course if so desired.