FORT MITCHELL – Everest Financial Inc., based in Fort Mitchell, KY, will be offering two free financial and retirement planning seminars in April and May.
These events are strictly informational and are designed to provide attendees with effective strategies for managing their assets and planning for retirement.
“It’s never been more important than it is right now to learn as much as you can about sound financial planning,” said Everest Financial owner and financial advisor Joe Duffey, who brings more than 30 years of experience and multiple designations to the industry. “Attendance at our March seminars shows just how many people want to arm themselves with as much knowledge as possible to give themselves the best chance at achieving their retirement goals.”
The upcoming sessions include:
• “Is Your (financial) House In Order?” – Tuesday, April 15, 11:30 a.m. or 6 p.m., LaRosa’s Pizzeria-Boudinot, Cincinnati, OH.
• “Social Security or Social INsecurity?” – Tuesday, May 6, 6 p.m., OR Thursday, May 8, 6 p.m., Covington, KY.
Sign up at this link: https://www.everestfinancial.net/events or call Beth Duffey at 513-600-4540. Advanced registration is required to attend.
DISCLAIMER:
Joseph Duffey, CLU®, RICP®, NSSA Financial Advisor, of Everest Financial, Inc. is licensed to solicit and sell securities and advisory services in the following states: KY, OH, IN, AZ, GA, and NC. Joseph Duffey is licensed to sell Insurance Products in OH, IN, KY, AZ, FL, and GA. Securities and Advisory services are offered through Madison Avenue Securities LLC. (MAS) A Registered Investment Advisor, Member FINRA/SIPC. Everest Financial, Inc. and MAS are not affiliated companies. Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
