Broker Check

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 Events in Ohio and Kentucky. 

NEW WORKSHOPS,  if want to register, please contact Beth at 859-291-9290 or bduffey@everestfinancial.net or Register Below

Upcoming Events

July 19, 2022

6:00p - 7:00p

TruPartner Credit Union

Demystifying Annuities - It's About the Future

Come learn how annuities provide predictable, reliable, sustainable income for a lifetime in retirement. “Annuity guarantees rely on financial strength and claims-paying ability of issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are not FDIC insured.”

August 16, 2022

6:00p - 7:00p

TruPartner Credit Union

Staying Sane in a Crazy Market

The Markets will go UP and go DOWN....period. Rarely do we see both the equity markets and the bond market down together. come learn our take on what is causing this and how to retain some sanity in the midst of this crazy market. Location: TruPartner Credit Union

August 17, 2022

6:00p - 7:00p

COFPCU

Staying Sane in a Crazy Market

The Markets will go UP and go DOWN....period. Rarely do we see both the equity markets and the bond market down together. come learn our take on what is causing this and how to retain some sanity in the midst of this crazy market. Location: COPFCU

September 13, 2022

6:00p - 7:00p

TruPartner Credit Union

Estate Planning - is your house in order?

Learn about the important documents you need to have and how to prepare your estate plans. Location TruPartner Credit Union

September 14, 2022

6:00p - 7:00p

COPFCU

Estate Planning - is your house in order?

Learn about the important documents you need to have and how to prepare your estate plans. Location COPFCU

Event Registration