Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

June 4, 2020

10:00a - 11:00a

Learning Center

Free Chair Yoga at the Office

Come join us as we relieve our stress from our every day routine through Chair Yoga. A 45 minute low-impact exercise led by our lovely lady Diana McCarthy. Space is limited so register soon!

June 11, 2020

10:00a - 11:00a

Learning Center

Free Chair Yoga at the Office

Come join us as we relieve our stress from our every day routine through Chair Yoga. A 45 minute low-impact exercise led by our lovely lady Diana McCarthy. Space is limited so register soon!

June 18, 2020

10:00a - 11:00a

Learning Center

Free Chair Yoga at the Office

Come join us as we relieve our stress from our every day routine through Chair Yoga. A 45 minute low-impact exercise led by our lovely lady Diana McCarthy. Space is limited so register soon!

June 25, 2020

10:00a - 11:00a

Learning Center

Free Chair Yoga at the Office

Come join us as we relieve our stress from our every day routine through Chair Yoga. A 45 minute low-impact exercise led by our lovely lady Diana McCarthy. Space is limited so register soon!

Past Events

May 28, 2020

10:00a - 11:00a

Learning Center

Free Chair Yoga at the Office

Come join us as we relieve our stress from our every day routine through Chair Yoga. A 45 minute low-impact exercise led by our lovely lady Diana McCarthy. Space is limited so register soon!

April 21, 2020

5:45p - 7:00p

McCarthy Financial Group Learning Center

POSTPONED "The SECURE ACT" just passed on December 20th, 2019 How does this affect you?

Are you wondering… What the SECURE ACT is? How will it affect your retirement? What solutions and opportunities should you consider? What you need to know about The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act. Join Kevin McCarthy as he breaks down the significant changes this new legislation brings and how those changes will affect all Americans at every age.

April 21, 2020

11:00a - 12:15p

McCarthy Financial Group Learning Center

POSTPONED "The SECURE ACT" just passed on December 20th, 2019 How does this affect you?

Are you wondering… What the SECURE ACT is? How will it affect your retirement? What solutions and opportunities should you consider? What you need to know about The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act. Join Kevin McCarthy as he breaks down the significant changes this new legislation brings and how those changes will affect all Americans at every age.

March 18, 2020

5:45p - 7:00p

McCarthy Financial Group Learning Center

POSTPONED Bank Structured Notes Explained! @ 5:45 PM

Do you want to know What are Structured Products? What are their potential benefits? Are they right for you?

March 18, 2020

11:00a - 12:15p

McCarthy Financial Group Learning Center

POSTPONED Bank Structured Notes Explained! @ 11:00 AM

Do you want to know What are Structured Products? What are their potential benefits? Are they right for you?

February 18, 2020

5:45p - 7:00p

McCarthy Financial Group Learning Center

Risk Management @ 5:45 PM

Let us help you defend tomorrows returns, today!

February 18, 2020

11:00a - 12:15p

McCarthy Financial Group Learning Center

Risk Management @ 11:00 AM

Let us help you defend tomorrows returns, today!

January 21, 2020

5:45p - 7:00p

McCarthy Financial Group Learning Center

Online Safety, Social Media & All Those Emails! @ 5:45 PM

Always protect yourself, always protect your information.

January 21, 2020

11:00a - 12:15p

McCarthy Financial Group Learning Center

Online Safety, Social Media & All Those Emails! @ 11:00AM

Always protect yourself, always protect your information.

December 6, 2018

4:45p - 6:00p

Retirement GPS

Learn how to plan ahead to protect your income retirement. We will dive into four of the risk areas you may face in retirement: -Stock Market Risk -Sequence of Return -Withdrawal of Return -Longevity Risk This will be a very educational event!

November 8, 2018

4:45p - 6:00p

Bank Notes Explained

Find out what you need to know about Market Liked Notes: terms, risks, rates and why it may make sense to invest.

October 18, 2018

5:45p - 7:15p

Roth IRA - Contributions & Conversions

Learn why you should be paying taxes on the seed and NOT the harvest! I'll explain the IRS's plan for your RMD Spend-down.

September 22, 2015

6:30p - 7:30p

McCarthy Financial Learning Center

Social Security Program

What you need to know before drawing your Social Security! -Early Vs Late benefit election -Working while collecting -Taxed -Strategies and option's!

Event Registration

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