Your Key To Navigating A Turbulent Economy!
Understanding which way is "UP" for your family can make all the difference...
We will cover a host of timely topics like
- Is your financial horizon clearly defined?
- How often should you revisit your financial plan?
- How important are taxation and estate planning to your overall financial picture?
- Knowing all your bases are covered
- Are you spending too much to get too little?
- Learning how to know if you are on track to plan or not
When the market is swinging one direction or the other, "UP" is relative to where you are standing and the direction you're going. Join us to learn how you can better prepare and know which way is "UP" for you!
**Register now to reserve your seats!**
When & Where
Judy Copenbarger JD
Judy L. Copenbarger, JD is the Founder and President of COMPREHENSIVE FINANCIAL SERVICES, based in Irvine, California.
A busy mother of five, Judy Copenbarger is a sought after speaker throughout the Country for various philanthropic organizations.
She has consistently served on boards and/or volunteered for numerous organizations, such as: Kingdom Advisors, Crown Financial Ministries, KidCare International, Women of Vision, Parenting Seminars, California Baptist University, Federation of Women’s Clubs, MOPS Organization, Churches, MOMS Organization, Olive Crest Treatment Center for Abused Children, and Mothers of Twins Clubs. Ms. Copenbarger has been a member of Delta Theta Phi, International Law Fraternity, for over 20 years. She is currently serving as State Chancellor for the states of California and Colorado.
Ms. Copenbarger is the Founder of “Money Seeds, Unlimited” financial instruction programs for children and has authored a collection of financial books and articles.
She holds a Juris Doctor Degree, with a Taxation Emphasis, an Investment Advisor Representative with ING Financial Partners, maintains various Securities Registrations and Insurance Licenses (Series 7, Series 6, Series 63, Series 66 and Life Insurance and Variable Life Insurance in California, Colorado, Oregon, and North Carolina). She is experienced in Estate Planning, Retirement and Education Funding Strategies.
With a desire to serve a broad base of clientele, Ms. Copenbarger has developed a team of seasoned professionals throughout California who have the capability and credentials to serve as 1) Financial Planners, 2) Money Managers, and 3) Financial Advisors.
Her personal credentials encompass all three aspects of financial planning: 1) Fee Based Planning, 2) Money Management, 3) Investment Advisory Services, and also include extensive experience in risk management and estate planning. For over 25 years, Judy has been helping clients assess and develop their financial condition and applying strategies to help each client pursue their financial goals and objectives.
*Securities and investment advisory services offered through ING Financial Partners, Member SIPC. Comprehensive Financial Services is not a subsidiary of nor controlled by ING Financial Partners. Although ING Financial Partners does not provide tax/legal advice, Judy L. Copenbarger provides tax/legal advice as an outside business activity.