Our Videos

Oct. 1 seminar preview

The first of three fall 2026 informational financial seminars, "Plan Well, Retire Well With Drop" focuses on helping you plan for retirement, determine how much you may need for your future, and explore strategies to help reach your retirement goals. Discover how to incorporate your DROP benefits into your retirement plan.

Empower Yourself With Financial Know-How

In these videos, our owner and Financial Advisor Joseph Duffey discusses several important retirement planning topics ranging from savings to taxes to Social Security. Scroll through and learn more about these important retirement income strategies. If you would like to meet with with Joe, attend an Everest Financial seminar, or have us present to your business, non-profit, or civic group, give us a call at 859-291-9290 or fill out the contact form at the bottom of this page.

Everest Financial Seminar Topics

Taxes in Retirement

Will your retirement income be taxed?

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The Social Security Puzzle

With so many moving parts, what do you need to know?

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What does F.E.W. stand for?

What steps can you take to help ensure you don't outlive your retirement savings?

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Our Client Stories

Our clients are our most important commodity. We are honored to provide overall wealth management and retirement planning guidance for singles, couples, familes, businesses, first responders, and more.

Check out what our clients are saying about us.

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