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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 WORKSHOPS,  if want to register, please contact Beth at 859-291-9290 or bduffey@everestfinancial.net or Register Below

Upcoming Events

February 8, 2023

6:00p - 7:00p

WEBINAR

Re-Focus Your Retirement WEBINAR

Taxes, inflation, market risk, and low rates of return are all factors to consider when planning a successful retirement. Join us to learn how these items may impact you and how to best navigate around them. Join our webinar

March 8, 2023

6:00p - 7:00p

COPFCU

FEW - Financial Empowerment for Women In-Person

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

April 12, 2023

6:00p - 7:00p

COPFCU

Strategies for Claiming Social Security Workshop

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. Join us IN-PERSON for this event.

Past Events

October 19, 2022

6:00p - 7:00p

COPFCU

10-19-22 - Estate Planning - is your house in order?

Learn about the important documents you need to have and how to prepare your estate plans. Location COPFCU

September 14, 2022

6:00p - 7:00p

COPFCU

9-14-22 - Demystifying Annuities - It's About the Future

Come learn how annuities provide predictable, reliable, sustainable income for a lifetime in retirement. Location: COPFCU Annuity guarantees rely on financial strength and claims-paying ability of issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are not FDIC insured.

September 13, 2022

6:00p - 7:00p

TruPartner Credit Union

What to Do When a Loved One Dies?

Are you prepared for a loved or spouse to die?

August 16, 2022

6:00p - 7:00p

TruPartner Credit Union

8-16-2022 - Staying Sane in a Crazy Market

The Markets will go UP and go DOWN....period. Rarely do we see both the equity markets and the bond market down together. come learn our take on what is causing this and how to retain some sanity in the midst of this crazy market. Location: TruPartner Credit Union

May 26, 2022

12:00p - 1:00p

CIS

12:00pm - DROP Workshop

Deferred Retirement Option Program (DROP) The Economic Impact DROP can be a significant source of retirement funds for a police officer or firefighter. Join us for a presentation and discussion on how DROP works including eligibility, funding, distribution methods, taxes and more. Please note: Presenter is financial advisor, not part of the DROP program, police force or firefighter.

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

Event Registration