Events
Everest Financial Inc. is dedicated to informing community members on various aspects of financial planning. The firm frequently holds seminars open to the community on relevant financial topics. We have these informational events in Ohio and Kentucky.
NEW WORKSHOPS, register, call Beth at 859-291-9290 or bduffey@everestfinancial.net or Register Below
Upcoming Events
October 1, 2026
11:30a - 12:30p
COPFCU-Hamilton
Plan Well, Retire Well with DROP (11:30 AM, COPFCU-Hamilton)
Tips on PLANNING for retirement. Tools to figure out HOW MUCH you need to retire. Ways to REACH your retirement goals. How the DROP setup works.
October 1, 2026
6:00p - 7:00p
LaRosa's-Boudinot
Plan Well, Retire Well with DROP (6 PM, LaRosa's-Boudinot)
Tips on PLANNING for retirement. Tools to figure out HOW MUCH you need to retire. Ways to REACH your retirement goals. How the DROP setup works.
October 22, 2026
11:30a - 12:30p
COPFCU-Hamilton
Social Security Strategies (11:30 AM, COPFCU-Hamilton)
Social Security is a key piece in planning for retirement income, and making an informed decision can make a huge differeence in your future finances.
October 22, 2026
6:00p - 7:20p
LaRosa's-Boudinot
Social Security Strategies (6 PM, LaRosa's-Boudinot)
Social Security is a key piece in planning for retirement income, and making an informed decision can make a huge differeence in your future finances.
November 12, 2026
11:30a - 12:30p
COPFCU-Hamilton
Estate Planning (11:30 AM, COPFCU-Hamilton)
We'll discuss how to organize and protect your assets, communicate your wishes, and prepare for the future. Learn about trusts, wills, beneficiary planning, powers of attorney, and more.
November 12, 2026
6:00p - 7:30p
LaRosa's-Boudinot
Estate Planning (6 PM, LaRosa's-Boudinot)
We'll discuss how to organize and protect your assets, communicate your wishes, and prepare for the future. Learn about trusts, wills, beneficiary planning, powers of attorney, and more.
Past Events
May 5 - May 6, 2026
6:00p - 7:00p
Covington
Taxes in Retirement-Covington-May 5 or 6
To register for the Covington event, call Beth at 859-291-9290 or email her at bduffey@everestfinancial.net.
April 21 - April 22, 2026
6:00p - 7:00p
Covington
The Social Security Puzzle-Covington-April 21 or 22
To register for this event in Covington, KY, call Beth at 859-291-9290 or email her at bduffey@everestfinancial.net.
March 10 - March 11, 2026
6:00p - 7:00p
Covington
The Retirement Income Puzzle -Covington-March 10 or 11
To register for the Covington event, call Beth at 859-291-9290 or email her at bduffey@everestfinancial.net.