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

September 14, 2022 - November 19, 2022

6:00p - 7:00p

COPFCU

9-14-22 - Demystifying Annuities - It's About the Future

Come learn how annuities provide predictable, reliable, sustainable income for a lifetime in retirement. Location: COPFCU 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.

October 18, 2022

6:00p - 7:00p

TruPartner Credit Union

10-18-22 - 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

October 19, 2022

6:00p - 7:00p

COPFCU

10-19-22 - 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

Past Events

September 13, 2022

6:00p - 7:00p

TruPartner Credit Union

What to Do When a Loved One Dies?

Are you prepared for a loved or spouse to die?

Event Registration