Everest Financial Inc. in Fort Mitchell, KY, is pleased to announce its 2026 spring-summer seminar schedule.
Owner Joseph Duffey and the Everest staff will be offering these free, informational events in both Covington, KY, and Cincinnati, OH, from March through June.
“Seminars are a great first step to mapping out your retirement income plan and to assess what you already have in place,” said Duffey, who brings over 30 years of experience and multiple financial designations to the industry. “We believe you need to be armed with as much knowledge as possible. After all, you’ve worked so hard for so many years. Let’s make sure that money is working for you.”
All seminars begin at 6 p.m., are free, and include a complimentary meal. Topics, dates, locations, and registration information follow:
• Retirement Income Puzzle
Tuesday-Wednesday, March 10 or 11, Covington, KY*
Thursday, March 12, Cincinnati, OH (LaRosa’s-Boudinot)
• Social Security Puzzle
Tuesday-Wednesday, April 21 or 22, Covington, KY*
Thursday, April 23, Cincinnati, OH (LaRosa’s-Boudinot)
• Taxes in Retirement
Tuesday-Wednesday, May 5 or 6, Covington, KY*
Thursday, May 7, Cincinnati, OH (LaRosa’s-Boudinot)
• Financial Empowerment for Women
Wednesday, June 9 or 10, Covington, KY*
Thursday, June 11, Cincinnati, OH (LaRosa’s-Boudinot)
*NOTE: To register for Covington seminars, call Beth at 859-291-9290 or email her at bduffey@everestfinancial.net.
To register for Cincinnati seminars, visit everestfinancial.net/events, call 859-291-9290, or email Beth at bduffey@everestfinancial.net.
“We have so much information to share and are so excited to offer these seminars again this year,” Duffey said. “These topics are of vital importance as you plan for, approach, or enter retirement. We can’t wait to see you there!”
Interested in having Everest Financial Inc. offer a seminar for your business, non-profit, first responder or civic organization? Duffey and the Everest staff travel throughout the Tri-State area to provide information events on-site. Call Beth at the number listed above to learn more, or visit everestfinancial.net.
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. Please add the following disclosures: Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety or security generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
