Everhart Advisors: Financial Insights and Resources

Employee Memos

What type of investor are you?

This month’s employee memo is a quiz participants can take to find out what kind of investor they are.

Employer Newsletters

The Advisor- September 2014

See below for the September 2014 edition of our E-newsletter, The Advisor Index Funds – More Than Meets the…

Employee Memos

Are you on track to enjoy your retirement?

The memo addresses several factors during different retirement phases (10 years, five years, three years and one year before retirement as…

Firm News & Events

2014 Breakfast with the Department of Labor – Dayton

Surviving a Department of Labor Audit Everhart Advisors and Financial Executives International cordially invite you to a complimentary breakfast workshop…

Firm News & Events

2014 Breakfast with the Department of Labor – Columbus

Surviving a Department of Labor Audit Everhart Advisors and Financial Executives International cordially invite you to a complimentary breakfast workshop for…

Firm News & Events

Know Your Retirement Health Care Costs?

Please join us for a discussion on Medicare and the cost of health care expenses in retirement, and a look…

Firm News & Events

Participant Education Workshop

People may underestimate their medical expenses by up to 60%. Health care is one of your top three budget items…

Employer Newsletters

The Advisor- August 2014

See below for the August 2014 edition of our E-newsletter, The Advisor Time Flies – The Importance of Historical…

Employee Memos

Target Date Funds: Helping Solve Your Retirement Income Puzzle

The memo gives participants the opportunity to put their target date fund knowledge to the test in our fun crossword puzzle….

Firm News & Events

Please Welcome

Please join us in welcoming Rebekah Curran to the Everhart Advisors team! Rebekah is joining us as a Retirement Plan…

Employer Newsletters

The Advisor- July 2014

See below for the July 2014 edition of our E-newsletter, The Advisor What to Expect When Transitioning Providers The…

Employee Memos

Save Early, Reach Your Goal

The memo reminds participants of the importance of accumulating retirement savings early on to reach their goals.