Events
Everest Financial Inc. is dedicated to educating community members on various aspects of fiancial planning. 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 bduffey@everestfinancial.net or Register Below
Upcoming Events
April 10, 2024
6:00p - 7:00p
LaRosa's Harrison Location
Stock Market & Investing
Join our seminar to gain valuable insights, strategies, and professional tips for navigating the dynamic world of stocks. Discover how to make informed investment decisions and build a robust financial portfolio. Don't miss this opportunity to empower your financial future!
April 11, 2024
6:00p - 7:00p
LaRosa's Eastgate Location
Stock Market & Investing
Join our seminar to gain valuable insights, strategies, and professional tips for navigating the dynamic world of stocks. Discover how to make informed investment decisions and build a robust financial portfolio. Don't miss this opportunity to empower your financial future!
May 8, 2024
6:00p - 7:00p
LaRosa's Pizzeria - Harrison
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? LaRosa's Harrison Location
May 9, 2024
6:00p - 7:00p
LaRosa's Pizzeria - Eastgate
Retirement Income Puzzle Workshop - Eastgate
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? LaRosa's Harrison Location
June 12, 2024
6:00p - 7:00p
LaRosa's - Harrison
Social Security Strategies
Social security is a key piece in planning for income in retirement and making an informed decision at enrollment can have a huge impact on your future finances. Learn stratiegies to maximize your benefit payout.
June 13, 2024
6:00p - 7:00p
LaRosa's - Eastgate
Social Security Strategies - Eastgate
Social security is a key piece in planning for income in retirement and making an informed decision at enrollment can have a huge impact on your future finances. Learn stratiegies to maximize your benefit payout.
Past Events
March 14, 2024
6:00p - 7:00p
LaRosa's Eastgate Location
CANCELLED - The Importance of Life Insurance
Why is Life Insurance important to you, your family, and your legacy planning? Learn about the various types, benefits, and key considerations to make informed choices for a more protected future. Don't wait to prioritize confidence– secure your family's financial stability with the right life insurance knowledge!
March 13, 2024
6:00p - 7:00p
LaRosa's Harrison Location
The Importance of Life Insurance
Why is Life Insurance important to you, your family, and your legacy planning? Learn about the various types, benefits, and key considerations to make informed choices for a more protected future. Don't wait to prioritize peace of mind – secure your family's financial stability with the right life insurance knowledge! Harrison Location
February 22, 2024
6:00p - 7:00p
LaRosa's Eastgate Location
What is A Financial Advisor?
Have you ever wondered what a financial advisor can do for you? Gain insights into their services, how they tailor strategies to your unique goals, and the impact they can have on your financial foundation. Take the first step towards financial empowerment – discover the value a skilled advisor can bring to your financial success!
February 21, 2024
6:00p - 7:00p
LaRosa's Harrison Location
What is A Financial Advisor?
Have you ever wondered what a financial advisor can do for you? Gain insights into their services, how they tailor strategies to your unique goals, and the impact they can have on your financial foundation. Take the first step towards financial empowerment – discover the value a skilled advisor can bring to your financial success!
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?