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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 Seminar Dates, if want to register, please contact Beth at 859-291-9290 or bduffey@everestfinancial.net or Register Below

Upcoming Events

February 15, 2022

6:00p - 7:00p

TruPartner Credit Union

Tuesday, February 15, 2022 - Retirement Income Puzzle

Now more than ever, It's time to be financially aware of what can drastically impact your retirement. Location: TruPartner Credit Union 1717 Western Ave Cincinnati OH 45214

February 16, 2022

6:00p - 7:00p

COPFCU

Wednesday, February 16, 2022 - Retirement Income Puzzle

Now more than ever, It's time to be financially aware of what can drastically impact your retirement. Location: COPFCU, 959 W 8th St, Cincinnati OH 45203

February 24, 2022

6:00p - 7:00p

Peoples First Savings Bank

Thursday, February 24, 2022 - Retirement Income Puzzle

Now more than ever, it is time to be financial aware of what can drastically impact your retirement. Location: Peoples First Savings Bank, 225 Reading Rd, Mason OH 45040

March 15, 2022

6:00p - 7:00p

TruPartner Credit Union

Tuesday, March 15, 2022 - Social Security Workshop

Understanding How Social Security Can Be a Key Piece of Your Retirement Strategy Location: TruPartner Credit Union 1717 Western Ave Cincinnati OH 45214

March 16, 2022

6:00p - 7:00p

COFPCU

Wednesday, March 16, 2022 - Social Security Workshop

Understanding How Social Security Can Be a Key Piece of Your Retirement Strategy. Location: COPFCU, 959 W 8th St, Cincinnati OH 45203

March 24, 2022

6:00p - 7:00p

Peoples First Savings Bank

Thursday, March 24, 2022 - Social Security Workshop

Understanding How Social Security Can Be a Key Piece of Your Retirement Strategy Location: Peoples First Savings Bank, 225 Reading Rd, Mason OH 45040

April 19, 2022

6:00p - 7:00p

TruPartner Credit Union

Tuesday, April 19, 2022 - Taxes in Retirement

Learn how taxes impact your retirement income. Location: TruPartner Credit Union 1717 Western Ave Cincinnati OH 45214

April 20, 2022

6:00p - 7:00p

COPFCU

Wednesday, April 20, 2022 - Taxes in Retirement

Learn how taxes impact your retirement income. Location: COPFCU, 959 W 8th St, Cincinnati OH 45203

April 21, 2022

6:00p - 7:00p

Peoples First Saving Bank

Thursday, April 21, 2022 - Taxes in Retirement

Learn how taxes impact your retirement income. Location: Peoples First Savings Bank, 225 Reading Rd, Mason OH 45040

Event Registration