Events
“Learning is not attained by chance. It must be sought for with ardor and attended with diligence.” – Abigail AdamsWe strongly believe clients are more likely to achieve their financial goals when they are educated about their money. Our Educational Events were developed to bring expert advisors to speak on key topics of financial planning. Every now and then, we like to have some fun, too!
If you are interested in any of the events below, please register or contact us. We’ll be happy to add you to our guest list.
Interested in another topic? Feel free to contact us with suggestions.
For more details on each event, click on the event name.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 18, 2026
12:00p - 1:00p
Zoom
2026 Tax Planning - Complimentary Webinar
Proactive tax planning is one of the most effective ways to reduce your long-term tax burden, but staying ahead of changing legislation is just as important. With several new tax law changes taking effect in 2026 — including updates surrounding Trump Accounts and OBBBA provisions — now is the time to review your strategy and identify opportunities.
June 10, 2025
12:00p - 1:00p
Zoom
Cybersecurity - Complimentary Webinar
Safeguarding your assets and information is one of our highest priorities, but your role in cybersecurity is just as important.
April 17, 2025
11:00a - 1:00p
McCarthy Wealth Management (back parking lot)
Annual Shred and Scoop - Clients and Friends of Clients
Declutter and safely get rid of documents and electronics at our Shred event then join us for chili and ice cream!
March 12, 2025
12:00p - 1:00p
Zoom
Understanding Your Tax Returns - Complimentary Webinar
Are taxes taxing for you? We'll break down the basics, explain the different tax types and how they affect you.
November 7, 2024
12:00p - 1:00p
Zoom
Medicare Open Enrollment - Complimentary Webinar
Whether you're already enrolled or will be soon, learn more about Medicare!
June 7, 2024
12:00p - 1:00p
Zoom
New Rules for 529 College Savings Plans - Complimentary Webinar
Find out what the new rules are for 529 College Savings Plans and the tax-free benefits.
April 26, 2024
11:00a - 1:00p
McCarthy Wealth Management (back parking lot)
Annual Shred and Scoop - Clients and Friends of Clients
Declutter and safely get rid of documents and electronics at our Shred event then join us a bowl of chili!
March 21, 2024
12:00p - 1:00p
Online via Zoom
Six Barriers to Investment Success - Complimentary Webinar
The Social Security eligibility rules are generally the same for everyone – but no one’s life, retirement goals, or financial needs are exactly the same. Learn about how your Social Security will affect your retirement.
November 9, 2023
2:30p - 3:30p
Online via Zoom
Understanding Social Security - Complimentary Webinar
The Social Security eligibility rules are generally the same for everyone – but no one’s life, retirement goals, or financial needs are exactly the same. Learn about how your Social Security will affect your retirement.
July 20, 2023
2:30p - 3:30p
Online via Zoom
Cybersecurity: Protecting Your Data - Complimentary Webinar
Safeguarding your assets and information is one of our highest priorities, but your role in cybersecurity is just as important. Scammers use clever techniques to steal personal information and data, but we can show you some practical takeaways and best practices that will help you stay ahead of them.
April 27, 2023
11:00a - 1:00p
McCarthy Wealth Management
Annual Shred and Scoop - Clients and Friends of Clients
Declutter and safely get rid of documents and electronics at our Shred event or just join us for some chili!
March 16, 2023
2:00p - 3:00p
Online via Zoom
Tax Reduction Strategies - Complimentary Webinar
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." - Robert Kiyosaki.
November 10, 2022
2:30p - 3:30p
Online via Zoom
Estate Planning, Planning for Generations - Complimentary Webinar
Think that Living Trusts are just for millionaires? Think again. Find out who needs an estate plan and the benefits it provides.
July 28, 2022
2:30p - 3:15p
Online via Zoom
Smart Money Basics - Complimentary Webinar
Isn't it time to begin investing in your future? Learn about the fundamentals of investing and how to start your financial plan.
May 12, 2022
11:00a - 1:00p
McCarthy Wealth Management
Annual Complimentary Shred and Scoop!
Declutter and safely get rid of documents and electronics at our Shred event or just join us for some ice cream and chili!
March 17, 2022
3:00p - 4:00p
Online via Zoom
Strategic Tax Planning - Complimentary Webinar
It's not how much money you make, but how much money you keep! Learn about tax planning strategies that can improve your financial plan.
November 4, 2021
3:00p - 4:00p
Online via Zoom
Medicare from A to D - Complimentary Webinar
We care about Medicare! Learn about your Medicare options to choose the plan that works best for you.
July 29, 2021
3:00p - 4:00p
Online via Zoom
Charitable Giving and Tax Benefits - Complimentary Virtual Seminar
The gift that keeps giving! Learn about Charitable Giving strategies and how to maximize your philanthropic efforts.
April 29, 2021
1:00p - 3:00p
McCarthy Wealth Management
Complimentary Shred and Scoop!
Declutter and safely get rid of documents at our Shred event or just join us for some ice cream!
March 25, 2021
3:00p - 4:00p
Online via Zoom
Helping You Plan for Long-Term Care - Complimentary Virtual Seminar
Learn about Long-Term Care and how it can be a solution for you and your family.
November 11, 2020
11:30a - 12:30p
Online via Zoom
Understanding Social Security - Complimentary Virtual Seminar
Learn about Social Security and how it affects you and your retirement goals.