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
November 9, 2023
2:00p - 3:00p
Online via Zoom
December 1, 2023
9:30a - 12:00p
TBD
Past Events
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.