Question: What do empowered women, Social Security, and legacy planning have in common?
Answer? Education.
Learn moe about these imporant financial planning topics by attending a free informational seminar, offered by Ft. Mitchell-based Evered Financial Inc. Check out what’s coming up, then register for one … or two … or maybe all three of them. A complimentary meal is included as financial advisor Joe Duffey leads attendees through examples, options, and strategies designed to help you maximize your wealth management and retirement planning.
“Summer is a great time to conduct a personal finance audit,” said Duffey, who brings 30-plus years to the financial industry. “Our seminars are designed to help people not only manage their current wealth but put aside money for later in life. Tax laws change every year, and Social Security also is under the microscope right now, so why not take advantage of these free seminars to learn everything you can about fiscal responsibility?”
Listed below are the whats, whens and wheres of each seminar. Register at everestfinancial.net or call 859-291-9290.
• Plan Well, Retire Well with DROP
Will you have enough to retire on? Have you thought about how long you’ll need to work? This seminar will focus on ways to work towards your retirement goals, the effects taxes and Social Security might have on you, and how DROP (Deferred Retirement Option Plan) works.
Tuesday, Aug. 12, 6:30 AM, Sharonville Fire Dept., Station 86, 11637 Chester Road, Cincinnati, OH
• Social Security Strategies
How can you go about maximizing your Social Security benefits? Should you draw at age 62 or 67, or even later? Learn about the Social Security Fairness Act, survivor benefits, and impactful tax strategies
Tuesday, Aug. 12, 11:30 AM, Sharonville Fire Dept., Station 86
11637 Chester Road, Cincinnati, OH
• Is Your HOUSE in Order?
Just as any sturdy house is built on a solid foundaiton, so too is the financial “house” you’re building to prepare for retirement. Learn how to utilize your financial blueprint as we provide construction guidance and hammer out all the vital steps of this process.
Wednesday, Aug. 13, 11:30 AM, Sharonville Fire Dept., Station 86, 11637 Chester Road, Cincinnati, OH
Tuesday & Wednesday, Sept. 16 & 17, 6 PM, Covington, KY
Thursday, Sept. 18, 11:30 a.m. & 6 PM, LaRosa’s Pizzeria-Boudinot, 2411 Boudinot Ave., Cincinnati, OH
• Financial Empowerment for Women
Own your financial power! There’s no denying the facts: Women typically earn less than their male counterparts but live 5 times longer on average. This means saving and investing are even more important for women.
Tuesday & Wednesday, Oct. 7 & 8, 6 PM, Covington, KY
Thursday, Oct. 9, 11:30 a.m. & 6 PM, LaRosa’s Pizzeria-Boudinot, 2411 Boudinot Ave., Cincinnati, OH
Space is limited, and advance registration is required. Sign up at everestfinancial.net, or call 859-291-9290.
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.
