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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 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

Event Registration