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 dinner workshop?

The next set of interactive workshops will be held in September & October of 2019.



Upcoming Workshop:

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

Why attend? 

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

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


Upcoming Workshop Dates


Upcoming Interactive Workshops:


September 17, 2019

Der Dutchman in Plain City


*Not affiliated or endorsed by Honda.


September 18, 2019

Six Hundred Downtown

(Belle Vino Wine Room)

112 S. Main St. Suite 2 Bellefontaine



September 24, 2019

Der Dutchman in Plain City




Who should attend the interactive workshops?

Our interactive workshops, specifically tailored for Honda Associates, will likely be beneficial to anyone who is within 2 years of retirement or is currently retired. These individuals are encouraged to attend!