Workshop

WORKSHOPS AND EVENTS

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.

Check out previous webinars, you may have missed, on our YouTube channel.

Tax Questions Retirees Often Get Wrong
Join Ryan Mickelson, CFP®, CERTIFIED FINANCIAL PLANNER™ professional as he talks taxes in retirement. Taxes. While a certainty, no one wants to be paying more than they must. You've worked hard towards retirement but with retirement comes changes including changes in taxes. Check out these questions and join us in a discussion around the things that retirees often get wrong about taxes in retirement and be sure you aren't overpaying. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. * Please consult your CPA or tax professional about any tax related questions for your particular situation.*

Savvy Women, Smart Investors
Join Megan McCarthy Collins, CFP®, CERTIFIED FINANCIAL PLANNER™ professional and Sheridan Culhane, Business Development Consultant at MFS Investment Management for a women's focused webinar. This presentation is designed for motivated women who want to ensure they have successfully planned for retirement. This will not be a conversation about the stock market, but instead about the life issues that women face that have been known to impact a sound financial plan.

The conversation will include:

  • How to raise financially capable kids and grandkids
  • How to help your parents as they age
  • How to prepare for what may happen to you

The goal is to empower you to successfully defend against the "non-financial" shocks that can hurt your future.

Guide to My Financial Life | Women
Join us as we hear from Marie Sparks, CRPC®, Senior Practice Management Specialist | Putnam Investments.

  • Learn about women's surging economic impact & importance
  • Why you should prepare - because 95% of women likely will be the primary financial decision maker at some point in their lives
  • Know what the financial life stages are
  • Learn steps to start taking action now

Ms. Sparks is a Senior Practice Management Specialist for Putnam Retail Management. She partners with consulting teams to bring financial advisors innovative business-building ideas and content that can help them more effectively prospect to new households and retain clients. In addition, Ms. Sparks provides training on consultative technology and digital media strategies to help advisors more efficiently grow their business. She joined Putnam in 2021 and has been in the investment industry since 2010. Ms. Sparks is a Chartered Retirement Planning Counselor and holds her Series 7 and 66 licenses with FINRA.

Social Security: Five Things You Need to Know
Join Megan McCarthy Collins, CFP® and Ryan Mickelson, CFP®, AIF® as they share five things you need to know about Social Security. Walk away today knowing quick facts about Social Security, key risks in retirement, and the fundamentals of Social Security.