What to expect at the upcoming seminar.

Thank you again for registering for our New Generation Retirement® seminar! At the upcoming seminar, you will learn the importance of:

  • Analyzing your risk tolerance
  • Understanding your Social Security
  • Creating your retirement income
  • Choosing your legacy
  • Developing a strategy to help minimize taxes
  • Utilizing technology to organize your finances

To get the most out of the event, please complete the Color of Money Risk Analysis. This 11-question self-assessment is an important step toward ensuring your assets are aligned with your goals.

If you have any questions, please give our office a call.

 Begin your assessment

Cooper Financial Investments, LLC and Cooper Financial Group, LLC are not affiliated with Ed Slott and Company, LLC. 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cooper Financial Investments, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Cooper Financial Investments, LLC a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Cooper Financial Group, LLC an affiliated company.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted.
Cooper Financial Investments, LLC and Cooper Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.