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.
LIVE COVID Compliant Seminars available, if interested please contact Beth at 859-291-9290 or bduffey@everestfinancial.net
Upcoming Events
October 20, 2020
6:00p - 7:00p
TruPartner Credit Union
6:00pm - New Retirement Reality - FULL
Now more than ever, It's time to be financially aware of what can drastically impact your retirement. Packaged Dinner Available
October 22, 2020
11:45a - 12:45p
TruPartner Credit Union
11:45am - New Retirement Reality
Now more than ever, It's time to be financially aware of what can drastically impact your retirement. Boxed Lunch Available
October 22, 2020
6:00p - 7:00p
TruPartner Credit Union
6:00pm - New Retirement Reality - NEW DAY
Now more than ever, It's time to be financially aware of what can drastically impact your retirement. Packaged Dinner Available
November 10, 2020
11:45a - 12:45p
TruPartner Credit Union
11:45am - Social Security Puzzle
Understanding How Social Security Can Be a Key Piece of Your Retirement Strategy Boxed Lunch Available
November 12, 2020
6:00p - 7:00p
TruPartner Credit Union
6:00pm - Social Security Puzzle
Understanding How Social Security Can Be a Key Piece of Your Retirement Strategy Packaged Dinner Available