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.
Dates of Seminars:
October 8, 2019
11:45a - 1:00p
TruPartner Credit Union
11:45am - 10/8/19 - Estate Planning
TruPartner Credit Union on Western Ave, LUNCH presentation
October 8, 2019
6:00p - 7:00p
TruPartner Credit Union
6pm - 10/8/19 - Estate Planning
TruPartner Credit Union on Western Ave - DINNER presentation
October 9, 2019
Peoples First Savings BAnk
10-9-19 - Estate Planning - 6pm
Peoples First Savings Bank in Mason - DINNER Presentation
October 10, 2019
11:45a - 1:00p
LaRosa's Pizzeria
10-10-19 11:45am Retirement Puzzle
Come to LaRosa's, 2411 Boudinot Ave, Cincinnati OH 45238 for a light lunch and a workshop on Solving the Retirement Income Puzzle
October 10, 2019
6:00p - 7:00p
LaRosa's Pizzeria
10-10-19 - 6pm Retirement Income Puzzle
Come to LaRosa's, 2411 Boudinot Ave, Cincinnati OH 45238 for a light lunch and a workshop on Solving the Retirement Income Puzzle
November 12, 2019
11:45a - 1:00p
TruPartner Credit Union
11:45am - 11/12/19 - Six Barriers
TruPartner Credit Union on Western Ave - LUNCH presentation
November 12, 2019
6:00p - 7:00p
TruPartner Credit Union
6pm - 11/12/19 - Six Barriers
TruPartner Credit Union on Western Ave - DINNER presentation
November 13, 2019
6:00p - 7:00p
Peoples First Savings Bank
11-13-19 - 6pm Health & Wealth Workshop
Planning for your future has taken on many new dimenstions since people are living longer. Come learn how to maximize your retirement and your health.
November 14, 2019
11:45a - 1:00p
LaRosa's Pizzeria
11-14-19 - Six Barriers of Investing
11:45am - LUNCH Presentation at LaRosas Pizzeria - 2411 Boudinot Ave, Cincinnati, OH 45238
November 14, 2019
6:00p - 7:00p
LaRosa's Pizzeria
11-14-19 - Six Barriers to Investing
6pm - Dinner Presentation at LaRosas Pizzeria - 2411 Boudinot Ave, Cincinnati, OH 45238