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Everest Financial, Inc.

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Everest Financial, Inc.

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Retirement Income Planner Joseph Duffey, of Everest Financial, Inc. Joseph Duffey is licensed to sell Insurance Products in OH, IN, KY, AZ, FL.

is licensed to solicit and sell securities and advisory services in the following states: OH, IN, KY, GA and AZ. Securities and Advisory services are offered through Madison Avenue Securities LLC (MAS) A Registered Investment Advisor, Member FINRA/SIPC. Everest Financial, Inc. MAS are not affiliated companies.

10/23/2026

HOW CAN YOU PROTECT YOUR LEGACY?
Financial advisor Joe Duffey will answer this question and discuss overall retirement strategies at Everest Financial's free seminar "Estate Planning: Protecting Your Legacy."

On Thursday, November 12th, we're offering both a lunch- and dinner-time session. Choose one, then register at https://www.everestfinancial.net/events, or call Beth at 859-291-9290.

▶️ 11:30 AM, COPFCU-Hamilton, 6714 Gilmore Ave., Cincinnati, OH 45011
▶️ 6:00 PM, LaRosa's-Boudinot, 2411 Boudinot Ave. Cincinnati, OH 45238

10/16/2026

What: FREE SEMINAR: Social Security Strategies, offered by Everest Financial Inc.

When: Thursday, October 22, 11:30 AM and 6 PM (choose one)

Where: Cincinnati, OH
Lunchtime seminar-COPFCU, Hamilton Branch, 6714 Gilbert Ave., 45011
Dinnertime seminar-LaRosa's-Boudinot, 2411 Boudinot Ave., 45238

Who: Open to anyone. The seminar will feature Joe Duffey, an NSSA professionally certified Social Security advisor

How to register: Call Beth at 859-291-9290 or visit https://www.everestfinancial.net/events

10/13/2026

With so many insurance options out there, it’s no wonder clients, friends, and people in general worry about paying for term, permanent, or universal policies. Everest Financial's Joe Duffey explains how to assess your insurance needs.

10/03/2026

What are your "must-knows" when it comes to Social Security? When to start receiving payments? Ensuring spousal benefits? Waiting until full retirement age?

Joe Duffey, who is National Social Security Advisors certified, will cover these topics and more at our seminar "Social Security Strategies."

Plan to attend one of these sessions on Thursday, October 22:
➡️ 11:30 AM, COPFCU-Hamilton, 6714 Gilmore Ave., Cincinnati, OH 45011
➡️ 6 PM, LaRosa's-Boudinot, 2411 Boudinot Ave., Cincinnati, OH 45238

✅ To register, go to https://www.everestfinancial.net/events.

09/24/2026

▶️ What are the benefits of DROP?
▶️ How long can I keep working if I take deferred compensation?
▶️ Will I earn less if I'm still on the job?

Attend our upcoming seminar PLAN WELL, RETIRE WELL WITH DROP. Learn the answers to these questions and discover how DROP works and the ways it could best benefit you and your family.

✅ Info in graphic. To register, visit https://www.everestfinancial.net/events or call Beth at 859-291-9290.

📹 Learn more at https://www.youtube.com/watch?v=3rxD3NmSNew

09/17/2026

Sometimes all it takes is a small DROP of knowledge to make a major impact. When it comes to retirement planning, this DROP just might make the difference between thriving and surviving once you're done working. Learn more about DROP – Deferred Retirement Option Plan – at our upcoming free seminar, which includes a complimentary meal.

• 11:30 AM, Thursday, Oct. 1, COPFCU-Hamilton, Cincinnati, OH
• 6:00 PM, Thursday, Oct. 1, LaRosa's-Boudinot, Cincinnati, OH

Pick one, then register at https://www.everestfinancial.net/events, or call Beth at 859-291-9290.

09/10/2026

► SHOULD I DEFER MY RETIREMENT PAYOUT?
► WHAT DO I NEED TO CONSIDER?
► WHEN SHOULD I START DRAWING MY PENSION?

Joe Duffey will address these questions and cover key wealth management concepts at our upcoming seminar, "Plan Well, Retire Well With DROP."
Thursday, Oct. 1, 11:30 AM-COPFCU-Hamilton
Thursday, Oct. 1, 6 PM, LaRosa's Boudinot

Pick the session that works best for you , then register at https://www.everestfinancial.net/events or call Beth at 859-291-9290.

09/09/2026

WHAT ARE RMDs, and WHY ARE THEY SO IMPORTANT?

Click the link to learn more.
https://www.everestfinancial.net/blog/what-are-rmds-and-why-are-they-important

09/05/2026

THRIVE IN RETIREMENT, DON'T JUST SURVIVE!
Everest Financial is excited to help get you there, and our Fall 2026 Financial Seminar Series is designed to do just that. Check out the attached flyer, scan the QR code and then register for one ... two ... or all three of them!
• everestfinancial.net/events
• 859-291-9290

09/01/2026

Your RMD is the minimum amount you must withdraw from your qualifying retirement accounts each year.

Address

305 Artillery Park Drive
Fort Mitchell, KY
41017

Opening Hours

Monday	9am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.everestfinancial.net/

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