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