Broker Check

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. 

Dates of Seminars:

October 8, 2019

11:45a - 1:00p

TruPartner Credit Union

11:45am - 10/8/19 - Estate Planning

TruPartner Credit Union on Western Ave, LUNCH presentation

October 8, 2019

6:00p - 7:00p

TruPartner Credit Union

6pm - 10/8/19 - Estate Planning

TruPartner Credit Union on Western Ave - DINNER presentation

October 9, 2019

Peoples First Savings BAnk

10-9-19 - Estate Planning - 6pm

Peoples First Savings Bank in Mason - DINNER Presentation

October 10, 2019

11:45a - 1:00p

LaRosa's Pizzeria

10-10-19 11:45am Retirement Puzzle

Come to LaRosa's, 2411 Boudinot Ave, Cincinnati OH 45238 for a light lunch and a workshop on Solving the Retirement Income Puzzle

October 10, 2019

6:00p - 7:00p

LaRosa's Pizzeria

10-10-19 - 6pm Retirement Income Puzzle

Come to LaRosa's, 2411 Boudinot Ave, Cincinnati OH 45238 for a light lunch and a workshop on Solving the Retirement Income Puzzle

November 12, 2019

11:45a - 1:00p

TruPartner Credit Union

11:45am - 11/12/19 - Six Barriers

TruPartner Credit Union on Western Ave - LUNCH presentation

November 12, 2019

6:00p - 7:00p

TruPartner Credit Union

6pm - 11/12/19 - Six Barriers

TruPartner Credit Union on Western Ave - DINNER presentation

November 13, 2019

6:00p - 7:00p

Peoples First Savings Bank

11-13-19 - 6pm Health & Wealth Workshop

Planning for your future has taken on many new dimenstions since people are living longer. Come learn how to maximize your retirement and your health.

November 14, 2019

11:45a - 1:00p

LaRosa's Pizzeria

11-14-19 - Six Barriers of Investing

11:45am - LUNCH Presentation at LaRosas Pizzeria - 2411 Boudinot Ave, Cincinnati, OH 45238

November 14, 2019

6:00p - 7:00p

LaRosa's Pizzeria

11-14-19 - Six Barriers to Investing

6pm - Dinner Presentation at LaRosas Pizzeria - 2411 Boudinot Ave, Cincinnati, OH 45238

Event Registration

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