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“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

More events are on the way! Check back soon for more information.

Past Events

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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