Broker Check

Events

Everest Financial Inc. is dedicated to educating community members on various aspects of financial planning. The firm frequently holds seminars open to the community on relevant financial topics. We have these Educational Events in Ohio and Kentucky. 

NEW WORKSHOPS, register,  call Beth at 859-291-9290 or bduffey@everestfinancial.net or Register Below


Upcoming Events

June 11, 2024

6:00p - 7:00p

LaRosa's - Boudinot

Social Security Strategies - Boudinot

Social security is a key piece in planning for income in retirement and making an informed decision at enrollment can have a huge impact on your future finances. Learn strategies to maximize your benefit payout.

June 12, 2024

6:00p - 7:00p

LaRosa's - Harrison

Social Security Strategies - Harrison

Social security is a key piece in planning for income in retirement and making an informed decision at enrollment can have a huge impact on your future finances. Learn strategies to maximize your benefit payout.

June 13, 2024

6:00p - 7:00p

LaRosa's - Eastgate

Social Security Strategies - Eastgate

Social security is a key piece in planning for income in retirement and making an informed decision at enrollment can have a huge impact on your future finances. Learn strategies to maximize your benefit payout.

Past Events

May 9, 2024

6:00p - 7:00p

LaRosa's Pizzeria - Eastgate

Retirement Income Puzzle Workshop - Eastgate

What are the puzzle pieces that impact your retirement? Educating yourself on important topics about your retirement, can assist you in achieving your Retirement Dreams. Is your current retirement strategy prepared for longevity, taxes, health events and economic volatility?

May 8, 2024

6:00p - 7:00p

LaRosa's Pizzeria - Harrison

Retirement Income Puzzle Workshop

What are the puzzle pieces that impact your retirement? Educating yourself on important topics about your retirement, can assist you in achieving your Retirement Dreams. Is your current retirement strategy prepared for longevity, taxes, health events and economic volatility? LaRosa's Harrison Location

April 11, 2024

6:00p - 7:00p

LaRosa's Eastgate Location

Stock Market & Investing

Join our seminar to gain valuable insights, strategies, and professional tips for navigating the dynamic world of stocks. Discover how to make informed investment decisions and build a robust financial portfolio. Don't miss this opportunity to empower your financial future!

March 13, 2024

6:00p - 7:00p

LaRosa's Harrison Location

The Importance of Life Insurance

Why is Life Insurance important to you, your family, and your legacy planning? Learn about the various types, benefits, and key considerations to make informed choices for a more protected future. Don't wait to prioritize peace of mind – secure your family's financial stability with the right life insurance knowledge! Harrison Location

February 21, 2024

6:00p - 7:00p

LaRosa's Harrison Location

What is A Financial Advisor?

Have you ever wondered what a financial advisor can do for you? Gain insights into their services, how they tailor strategies to your unique goals, and the impact they can have on your financial foundation. Take the first step towards financial empowerment – discover the value a skilled advisor can bring to your financial success!

Event Registration