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
June 9 - June 10, 2026
6:00p - 7:00p
Covington
Financial Empowerment for Women-Covington-June 9 or 10
To register for the Covington event, call Beth at 859-291-9290 or email her at bduffey@everestfinancial.net.
June 11, 2026
6:00p - 7:00p
LaRosa's Pizzeria-Boudinot
Financial Empowerment for Women-Cincinnati-June 11
Own your financial power! Join us for this free dinner-time seminar designed to help you take charge of your money with confidence and clarity. Highlights include: BUDGETING and SAVINGS made simple. CAREER growth and INCOME strategies. INVESTMENT options and fundamentals.
Past Events
May 7, 2026
6:00p - 7:00p
LaRosa's Pizzeria-Boudinot
Taxes in Retirement-Cincinnati-May 7
This seminar covers taxes when working while collecting Social Security; common misconceptions about taxes in retirement; how lost deductions may affect your taxes in retirement; how new tax laws might affect you; how and when to invest and possible barriers involved.
March 12, 2026
6:00p - 7:00p
LaRosa's Pizzeria - Boudinot
The Retirement Income Puzzle-Cincinnati
Tips on PLANNING for retirement. Tools to figure out HOW MUCH you need to retire. Ways to REACH your retirement goals. LaRosa's Boudinot location.