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Events

“Learning is not attained by chance. It must be sought for with ardor and attended with diligence.” – Abigail Adams

We 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

June 6, 2024

12:00p - 1:00p

Zoom

College Savings - Complimentary Webinar

Learn more about college savings! More details to come.

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! More details to come.

Past Events

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.

Event Registration


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