Interactive Workshops

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• INTERACTIVE WORKSHOPS •

 


At McCarthy & Cox, we know that education and understanding are key factors in planning the best possible financial future for you and your family. Our topics address many of our services, such as retirement planning. We work to make sure that you are informed of the most current trends in finance and leave with a more confident outlook on the topic addressed. 

 

Ready to register for our next interactive workshop?

SPACE IS LIMITED! RSVP by January 25th—click below or call 937.644.0351.
 

REGISTER NOW  

 

Upcoming Workshop:

Retirement Quiz: 24 Questions & Answers to Get Right BEFORE Retiring



What it's all about

This information-packed, 75-minute interactive workshop is designed for those within 2 years of retirement. You'll learn: 

  • The 24 key Q&A you should know before retiring
  • Determine if a lump sum payment is a good idea for you 
  • 10 key questions to ask when interviewing a financial adviser
  • How to make the most of your benefits
  • Learn the 6 common retirement mistakes and how to avoid them

Bonus: 
Everyone in attendance will receive the 13-Point Retire Ready Checklist.
*No specific product solutions will be discussed.

 

Upcoming Workshop Dates


  •  

    Upcoming Interactive Workshops:

  • January 29, 2019 | Der Dutchman in Plain City
  • January 30, 2019 | Bella Vino Wine Room 112 S Main St. Suite #2 Bellefontaine
  • February 5, 2019 | Der Dutchman in Plain City


SPACE IS LIMITED!
*RSVP by January 25th! Click the Register Now button above or call toll-free 877.738.9871 .

 

Who can attend the interactive workshops?


Anyone who is within five years of retirement or currently retired will likely benefit from our interactive workshops and is encouraged to attend!