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The Everest Retirement Planners speak on variety of retirement topics to help you learn and be more confident about your retirement. They explain concepts in plain and easy terms that everyone can understand. Topics may include:

  • How to apply for Medicare coverage
  • The basics of Social Security and strategies for maximizing your benefits
  • Strategies to maximize your retirement income
  • Traditional, Roth, and inherited IRA planning
  • Long-term care and estate preservation strategies

Upcoming Events

September 27, 2022

6:30p - 7:30p

Online - Webinar


What Baby Boomers Need to Know when Transitioning into MEDICARE!

Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs. This workshop is purely educational. No specific insurance or investment products will be discussed.

September 27, 2022

7:00p - 8:30p

Mission Hall

September 29, 2022

6:30p - 8:00p

Mission Hall

Past Events

August 24, 2022

6:30p - 7:30p


Qualifying for Financial Aid

Get a personalized, inside look at how to qualify for more financial aid!

Event Registration