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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 WORKSHOPS, register,  call Beth at 859-291-9290 or or Register Below

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 1, 2023

6:00p - 7:00p

LaRosa's Pizzeria - Boudinot

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?

October 11, 2023

6:00p - 7:00p

LaRosa's Pizzeria - Boudinot

Demystifying Annuities: Workshop

What are annuities? How do they work? Are they appropriate for you in your investment strategy? Join us for a presentation and discussion to learn about annuities and how they can provide a predictable, reliable, sustainable income stream during retirement.

September 13, 2023

6:00p - 7:00p

LaRosa's Pizzeria - Boudinot

Taxes - How They Affect Your Retirement Workshop

Many Americans are surprised to learn that income taxes can be their single largest expense in retirement. Determining how much income you will need to cover all expenses after you've finished working is a key part in planning for retirement, and failure to account for taxes on your income can have a significant impact on how long your assets will last.

June 20, 2023

6:15p - 7:00p

Union Township Civic Center

Optimizing Social Security

Did you know that social security is a key piece in planning your retirement income? Making an informed decision can have a huge impact on your future finances. Join us to learn how to maximize your benefit payout and how to incorporate you benefits into your retirement plan.

June 14, 2023

6:00p - 7:00p

LaRosa's - Boudinot

Staying Sane in a Crazy Market: Workshop

The markets will go up and down; that's a fact. Join us for a presentation and light dinner on what is causing the current market volatility and how to retain some sanity in the midst of this crazy market.

May 3, 2023

6:00p - 7:00p

LaRosa's - Boudinot

Estate Planning & Preserving Your Wealth: Workshop

Do you have a will? Should you place your assets in a trust? What kind of Power of Attorney do you need? There are just a few of the considerations surrounding estate planning. Estate planning is vital to protect you and your family and to preserve your wealth and legacy. Join us for a presentation and discussion on the estate planning process and the documents needed for a comprehensive plan. Our firm does not offer legal advice. Consult your legal advisor regarding your situation

March 14, 2023

11:30a - 12:30p

Manor House

SECURE Act 2.0: Workshop

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in 2019. With the passage of the SECURE 2.0 Act into law, many individuals are concerned how this affects them. Join us to learn how the new laws will affect your retirement planning. A light lunch will be provided.

March 8, 2023

6:00p - 7:00p


Financial Empowerment for Women: Workshop

There is no denying the facts: Women typically earn less than male counterparts, but live 5 years longer on average. That makes saving and investing for retirement even more crucial for women. Join us for this IN-PERSON event Location: COPFCU

Event Registration