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.*


New Year | New Direction for Investments?
Join Megan McCarthy Collins, CFP®, CERTIFIED FINANCIAL PLANNER™ professional and Commonwealth’s Managing Principal, Chief Investment Officer, Brad McMillan, CFA, CAIA, MAI as Brad talks about where the economy is likely headed in 2022. Where are the opportunities and what are the risks? Brad will answer these questions and more.

As chief investment officer, Brad chairs the investment committee and is the primary spokesperson for Commonwealth’s investment divisions. Brad received his BA from Dartmouth College, an MS from MIT, and an MS from Boston College. He has worked as a real estate developer, consultant, and lender; as an investment analyst, manager, and consultant; and as a start-up executive. He has started and run several companies. He holds the AIF® designation. Other professional qualifications include designated membership in the Appraisal Institute (MAI), the CFA Institute, and the CAIA Association. Brad speaks around the country on investment issues and writes for industry publications, as well as daily on his blog, The Independent Market Observer. He has traveled widely around the world. In his free time, Brad reads extensively in history, math, and science and plays very bad golf. He and his wife Nora brought home their son Jackson Vu from Da Nang, Vietnam.


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.

Medicare 101
Join us as we hear from Kerry Quick of Seniority Benefit Group.

  • Learn what to expect when turning 65
  • Understand the basics of Medicare
  • Learn about Medicare options
  • Acquire a knowledge of Medicare timelines
  • Learn about estimated costs

Kerry has spent her entire career in the insurance industry. Her main concentrations have been in Workers’ Compensation, Social Security Disability, and Medicare. As a Senior Benefit Advisor at Seniority Benefit Group, Kerry advises Medicare beneficiaries regarding Medigap policies, Part D prescription plans, and Medicare Advantage Plans.


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.