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2. FEEDBACK What did you like or dislike about this presentation and/or what could I have done differently to enhance your learning experience? EDUCATION What financial topic/s would you like to be taught in our next educational class?  Creating a Tax-Free Retirement / IRA Alternatives / Unlimited Roth Strategy  Saving Tactics for Real Estate  Estate Planning: Wills, Trusts, and Avoiding Probate  College Planning / Tax Planning  Getting out of debt in 9 years or less, including your mortgage  Maximizing your Social Security PASS IT ON Do you know an individual or company who could benefit from a no cost COFFE educational class? Name: ___________________________________________________________________________ Phone: _________________________ Best time to call:_______________________ Email: _______________________ Address: _________________________________________________________________________ CONNECT Would you like to take advantage of the complimentary consultation? Yes No Name: ___________________________________________________________________________ Phone: _________________________ Best time to call:_______________________ Email: _______________________ Evaluation

3. 3 Community Outreach For Financial Education (COFFE) is a non-profit organization that was created from over a decade of observing the lack of financial education that is provided throughout the country that is responsible for the majority of all bankruptcies, foreclosures, and failed marriages. Our educational classes discuss budgeting, managing debt, tax strategies, and many more critical components needed to increase financial awareness in today’s economy. Our mission is to create financial literacy with all people, regardless of age, gender, or social status. Our vision is to provide financial education in schools, workplaces, and communities across the nation, reaching everyone from youth to adult. COFFE and its members strive to ensure that all individuals find financial comfort through education and relationships. Who We Are

4. 4 How We Serve You COFFE provides financial education to companies and organizations through workshops and educational classes. Our educational class topics cover a wide variety of engaging and enriching information, meaningful to all. We are a non-profit organization and offer our educational classes FREE of charge. These are not sales events, they are strictly educational.

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6. FEEDBACK What did you like or dislike about this presentation and/or what could I have done differently to enhance your learning experience? EDUCATION What financial topic/s would you like to be taught in our next educational class?  Creating a Tax-Free Retirement / IRA Alternatives / Unlimited Roth Strategy  Saving Tactics for Real Estate  Estate Planning: Wills, Trusts, and Avoiding Probate  College Planning / Tax Planning  Getting out of debt in 9 years or less, including your mortgage  Maximizing your Social Security PASS IT ON Do you know an individual or company who could benefit from a no cost COFFE educational class? Name: ___________________________________________________________________________ Phone: _________________________ Best time to call:_______________________ Email: _______________________ Address: _________________________________________________________________________ CONNECT Would you like to take advantage of the complimentary consultation? Yes No Name: ___________________________________________________________________________ Phone: _________________________ Best time to call:_______________________ Email: _______________________ Evaluation

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