News and Special Events at Cooper Financial Services - 2009 & Previous
Cooper Financial Accepting Donations to Pasco Sunrise Shelter
Cooper Financial is again this year accepting donations for the Sunrise of Pasco County domestic violence and sexual assault center. Items the shelter could use include cosmetics of all kinds, soaps and lotions, foil and zip lock bags, towels, underwear, pajamas for women and children, bed comforters, phone cards, paint for bedrooms, area rugs, and light bulbs. Financial donations would also be accepted from anyone who would like to stop at the Cooper Financial offices and fill out a gift card. Potential donors can call Cooper Financial at 813-996-6100 with questions. Donations will be accepted from 9 AM to 4 PM, Monday through Thursday, beginning on December 1 and ending at noon on December 18. Pictures from last year's donation drive are featured further down on this page. Click here to read the full press release.
Don't Miss the Boat! Cooper Financial's 2010 Referral Celebration Cruise!
On January 4, 2009 we started our New Year with our first COOPER FINANCIAL Referral Celebration Cruise! It was a beautiful day for a cruise on Tampa Bay and for enjoyingall the amenities that the Yacht StarShip had to offer.Over thirty clients and friends qualified for the cruise because of their referrals and the event was such a success that we decided to make it an annual event!
So, on JANUARY 3, 2010 from 12:00 to 2:30 pm we are hosting the 2nd Annual COOPER FINANCIAL SERVICES Referral Celebration Cruise aboard the Yacht StarShip leaving from Channelside in Tampa.Along with Florida’s largest cruising brunch buffet, our guests will enjoy a fascinating historical narration of Tampa Bay's rich sea-port history.
This trip is part of our referral program at Cooper Financial Services. We are celebrating all of the referrals that we receive for our business, as well as our selection as Pasco County's Service Business of the Year. This event is our way of saying ‘Thank You’ to all of our clients and associates who have referred business to us in 2009.
We consider it an honor and a privilege to receive referrals and greatly appreciate them. Our business has grown tremendously and a large part of our success is due to recommendations we receive from clients and friends like you.
Admission: FREE for anyone who has referred business to us. Our way of thanking you!
If you know of anyone who has the need for a financial advisor or would like to get a second opinion on their current financial strategy – please refer them to Cooper Financial. We will ensure that they receive the same high quality financial counsel and services that you receive and will gladly schedule them for a free consultation with Tampa Bay's Woman of the Year in Financial Services. Download the Referral Form or just give us a call.
Last year's cruise was a blast - check out the slide show below!
Image:
Chris Cooper Named Tampa Bay Woman of the Year in Financial Services
FOR IMMEDIATE RELEASE
Chris Cooper Named Tampa Bay’s Woman of the Year in Financial Services
Land O’Lakes, FL.Christine B. Cooper, owner of Cooper Financial Services in Land O’Lakes, has been named as Business Woman of the Year in Financial Services for Tampa Bay.The award was made Friday night in a Hollywood-style, black tie gala at Tampa’s Waterside Marriott Hotel, an event attended by hundreds of Tampa Bay’s most accomplished women in business and VIP guests.In addition to being recognized by the judges as the winner in the Financial Services category, Mrs. Cooper was awarded a crystal trophy from the Tampa Bay Business Journal, which conducted the competition and the event, and prizes from local businesses.“I’d like to thank the Journal for recognizing Tampa Bay’s outstanding women in business,” said Cooper.“It shows that Tampa Bay’s business community is alive and well, even in this economy, and that our women business owners are second to none.” For more information on this award and photos, please click on the "Woman of the Year" tab to the left.
Cooper Financial Services was pleased to host a Carrollwood Area Business Association (CABA) coffee on August 19. It was a business networking event open to CABA members or guests of CABA members, and about 70 of you enjoyed coffee and breakfast catered for us by Christo's restaurant in Land O'Lakes. All in all it was a great success and we'd like to thank our co-hosts for this event:
We'd also like to thank our friends and business associates Jayne Alford, from Capitas Financial, and Rick Garcia, from Legend Advisory Corporation for their attendance and support for Cooper Financial. Legend Advisory Corporation, which provides a family of turnkey asset management programs offered by Cooper Financial, donated a $50 gift certificate for a door prize! Lastly, we'd like to thank CABA and everyone who attended to prove that there really is life north of the point where Dale Mabry turns into Land O'Lakes Blvd! Check out the slide show below!
Image:
HOT OFF THE PRESS
We live in interesting times - stay informed about your investments and the market. Read our commentary on the market performance in the second quarter of this year in the "Finance for Boomers" web page, or download this commentary: 2nd Qtr Market Commentary
Also, for some interesting reading about the current world economy, see the latest press release from Legend Advisory Corporation on our "Finance for Boomers" web page. Check it out if you want to know which way your money is going. Contact us with any questions you have.
Cooper Financial Now Publishes Monthly Newsletter
Cooper Financial Services is proud to announce that beginning in 2009 we will publish a free monthly newsletter for our clients and friends. The newsletter will cover a wide range of financial topics and we hope you will find it informative and enjoyable. Please don't hesitate to contact us if you have any questions about the material covered in our newsletter.
If you would like to subscribe to it, go to the newsletter and fill out the subscription form. If you would like to unsubscribe, go to the same form and indicate that you wish to unsubscribe. Enjoy!
Christine Cooper - Executive Profile
Check out the executive profile of Christine Cooper in the current (Jan 2, 2009) edition of the Tampa Bay Business Journal. If you are a subscriber, you can read it online at Christine Cooper . If you are not a subscriber, stop by our office to read it!
Donations for domestic and sexual violence shelter were overwhelming!
Cooper Financial Services would like to thank everyone who has donated cosmetics and toiletries for our local domestic and sexual violence shelter. Thanks to the generosity of local individuals and businesses, our donations drive was an outstanding success. The community responded to our request to look through their closets and make-up drawers for unused/unopened lotions, perfumes, and cosmetics of all kinds to help the women and girls who had to leave their homes with little or nothing to seek shelter. We received huge quantities of items that brought holiday cheer to the women and teenage girls in Sunrise of Pasco County, our local shelter. If you have any questions, please call Cooper Financial at 813-996-6100.
Check out the slide show below - click on any image to see the picture caption.
Image:
COOPER FINANCIAL SERVICES HOLDS BUSINESS NETWORKING EVENT Thursday, October 16, 2008
We had such a good time and such a great turnout (over 40 attendees) at our last networking event, held last August, featuring the businesses of some Cooper Financial Services clients, that we held another event on October 16. We spotlighted three great local businesses owned and operated by Cooper Financial Services clients as couples.Our spotlighted businesses were:
Deer Creek Sporting Clays in Land O’ Lakes, owned by Roger and Cathy Gascoigne; Affordable Home and Mold Inspection of Tampa Bay, Inc. in Land O’ Lakes, owned by Steve and Mary Ann Whallen; and Davis Pain & Stress Relief Center in Wesley Chapel, owned by Steven D. Davis, DOM, AP, and Julie Davis.
Almost 100 of you attended this great networking event and took advantage of the opportunity to meet the featured Cooper Financial client couples as well as other local business owners.
Check out the slide show of the October 16 event below . . . .
Image:
Don't panic! Read this discussion on the recent market volatility from our friends at the Legend Advisory Corporation:
Seriously, if you haven't heard from your financial advisor this year, you really need a new advisor - call me!
Click to visit the National Ethics Bureau
George & Chris Cooper are members of the National Ethics Bureau!
The principals of Cooper Financial Services are proud to announce that they are now members of the National Ethics Bureau. Members of the National Ethics Bureau pass an annual seven-year background check for business, civil, and criminal violations and pledge to uphold a strict Professional Code of Ethics. You may review their certificates by clicking on the links below.
If you are not a client of Cooper Financial and wish to see if your current advisor is a member of the National Ethics Bureau, you can visit the National Ethics Bureau web site by clicking on the logo to the left.
CNBC’s “On the Money” program recently touted NEB as an important scam prevention resource. In fact, they strongly urged all consumers to check out their advisors with NEB before doing business. Click here to see the video clip: