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Events

Everest Financial Inc. is dedicated to educating community members on various aspects of wealth management. The firm frequently holds seminars open to the community on relevant financial topics. We have these Educational Seminars in Ohio and Kentucky. 

Seminars and Topics:

  • Long Term Care Seminar -  Helping someone you love, plan for extended care
  • What to do if a Spouse or Loved one Dies? - Understand the importance of being organized 
  • Retirement Income Planning - Understanding the importance of planning for retirement.
  • Social Security - Maximizing you benefits with proper analysis and planning
  • Estate Planning - Managing Financial and personal affairs.

 

Extended Care Seminar

April 24, 2018 7:00p - 8:00p Eastern Standard Time

Kenton County Public Library - Erlanger

How to help a loved one prepare for Extended Care

 

Extended Care Seminar

April 26, 2018 6:00p - 7:00p Eastern Standard Time

Peoples First Savings Bank

Helping Someone you Love, Plan for Extended Care

 

What to Do When a Loved One Dies?

May 22, 2018 6:00p - 7:00p Eastern Standard Time

Peoples First Savings Bank

Are you prepared for a loved or spouse to die?

 

What to do if Loved one Dies?

May 24, 2018 6:00p - 7:00p Eastern Standard Time

Everest Financial Inc

We do not like to think about losing a loved one, but it happens. Are you prepared, if you were to die? Are you prepared, if you your loved one dies?

Event Registration



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