Calendar of Events

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Upcoming and Current Events:

Online Safety, Social Media & All Those Emails! 1.0

Online Safety, Social Media & All Those Emails! 1.0

Join us for our first Cookies & Coffee with Kevin event of the new century.  We want you to get you up to speed with Internet Safety, Social Media & all those Emails. This event is one way we to show how much we appreciate you as clients. As always, feel free to bring your friends and loved ones, just RSVP with how many will be attending. See you there!

Learn more
Online Safety, Social Media & All Those Emails! 2.0

Online Safety, Social Media & All Those Emails! 2.0

Join us for our first Cookies & Coffee with Kevin event of the new century.  We want you to get you up to speed with Internet Safety, Social Media & all those Emails. This event is one way we to show how much we appreciate you as clients. As always, feel free to bring your friends and loved ones, just RSVP with how many will be attending. See you there!

Learn more

Past Programs:

Retirement GPS

Retirement GPS

December 6th, 2018 @ 4:45PM

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!

Bank Notes Explained

Bank Notes Explained

November 8th, 2018 @ 4:45 PM

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

Learn about ROTH IRA's,
Your Invited!

Learn about ROTH IRA's, Your Invited!

October 18th, 2018 @ 5:45 PM

ROTH IRA PLANNING: Learn to pay taxes on the seed rather than the harvest. Find out how the IRS spend down of your traditional IRA works.  For more information, click the link below:

ANNUITIES 101, I will cover the good the bad and the ugly truth about all annuities. Do you own an annuity? Ever thought about buying an annuity? Do you know how it works, for you or the insurance companies? This will be very educational and eye-opening event.

Tuesday, July 17th @ 5:45 PM or Wednesday, July 18th @ 10:00 AM

Come have Cookies & Coffee with Kevin. Learn how to create protection strategies & pursue growth in unpredictable markets. Reserve your spot with Vivian by email: Vcruz@madisonreps.com or just call our office (305) 945-7630 to reserve your seat, you are welcome and encouraged to bring a friend.

Kevin C. McCarthy offers securities and advisory services through Madison Avenue Securities, LLC. (MAS), a registered investment adviser, member FINRA/SIPC. MAS and McCarthy Financial Group, P.A. are not affiliated companies.


To RSVP: Call us at (305) 945-7630 or email Diana at diana@kevincmccarthy.com or Vivian at Vivian@kevincmccarthy.com for time and reservations.




 

    

 




 




To RSVP: Call us at (305) 945-7630 or email Diana at diana@kevincmccarthy.com for time and reservations.

** Thank you!

 

Schedule Appointment