Events
Everest Financial Inc. is dedicated to informing community members on various aspects of financial planning. The firm frequently holds seminars open to the community on relevant financial topics. We have these informational events in Ohio and Kentucky.
NEW WORKSHOPS, register, call Beth at 859-291-9290 or bduffey@everestfinancial.net or Register Below
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 5 - May 6, 2026
6:00p - 7:00p
Covington
Taxes in Retirement-Covington-May 5 or 6
To register for the Covington event, call Beth at 859-291-9290 or email her at bduffey@everestfinancial.net.
April 21 - April 22, 2026
6:00p - 7:00p
Covington
The Social Security Puzzle-Covington-April 21 or 22
To register for this event in Covington, KY, call Beth at 859-291-9290 or email her at bduffey@everestfinancial.net.
March 10 - March 11, 2026
6:00p - 7:00p
Covington
The Retirement Income Puzzle -Covington-March 10 or 11
To register for the Covington event, call Beth at 859-291-9290 or email her at bduffey@everestfinancial.net.