Everest Financial in Ft. Mitchell wants to see you thrive in retirement, not just survive. This fall, financial advisor Joseph Duffey, CLU®, RICP®, NSSA, will offer three informational seminars that address various aspects of retirement planning. These sessions are free and include a complimentary meal.
Seminars will be offered twice on Thursdays (pick one) as follows:
11:30 AM at COPFCU-Hamilton, 6714 Gilmore Ave., Cincinnati, OH
6 PM at La-Rosa’s-Boudinot, 2411 Boudinot Ave., Cincinnati, OH
TO REGISTER: Call 859-291-9290 or visit everestfinancial.net/events
► Oct. 1: Plan Well, Retire Well With DROP
This seminar will focus on:
• Tips on PLANNING for retirement.
• Tools to figure out HOW MUCH you need to retire.
• How the DROP setup works.
Go to everestfinancial.net/our-videos to learn more about this seminar.
► Oct. 22: Social Security Strategies
This seminar will cover several aspects of Social Security, including:
• How it will IMPACT you and your family in retirement.
• Steps you can take to MAXIMIZE your benefits.
• Ways to ACHIEVE financial security instead of fearing social “Insecurity”.
(NOTE: Our firm is not endorsed by or affiliated with any government agency.)
► Nov. 12: Estate Planning – Protecting Your Legacy
At this seminar, we’ll discuss how to:
• ORGANIZE and PROTECT your assets.
• COMMUNICATE your wishes.
• ADDRESS trusts, wills, beneficiary planning, powers of attorney, and more.
(NOTE: Our firm is not endorsed by or affiliated with any government agency.)
TO REGISTER: Call 859-291-9290, scan the QR code above, or visit everestfinancial.net/events
DISCLAIMER: Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
