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.
Download our July Calendar 📅 
Upcoming Events
McCarthy Financial Group's Zoom BINGO
Come join us for a fun Evening of Free Zoom Bingo hosted by McCarthy Financial Group.
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
MFG's Book Club from the McCarthy House 📚
Join us as we discuss this month's title: The Happy Ever After Playlist by Abby Jimenez
MFG's Summer Webinar Series #2: Investing 101
Join us as we get BACK TO THE BASICS: How to save, invest, and secure your future.
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
McCarthy Financial Group's Zoom BINGO!
Come join us for a fun Evening of Free Zoom Bingo hosted by McCarthy Financial Group.
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
Past Events
July 22, 2021
9:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
July 21, 2021
5:30p - 6:15p
Free ONLINE Webinar
MFG's Summer Webinar Series #1: Halftime Report
Join us for a comprehensive review of market activity so far in 2021 and what the second half of the year may bring.
July 15, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
July 8, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
July 2, 2021
9:00a - 10:00a
Online Zoom Event
MFG's Book Club from the McCarthy House
Join us as we discuss this month's title: Malibu Rising by Taylor Jenkins Reid
July 1, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
June 30, 2021
5:00p - 6:00p
Online Zoom Event
McCarthy Financial Group's Zoom BINGO
Come join us for a fun Evening of Free Zoom Bingo hosted by McCarthy Financial Group.
June 24, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
June 17, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
June 10, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
June 4, 2021
9:00a - 9:45a
Online Zoom Event
MFG's Book Club from the McCarthy House
Join us as we discuss this month's title: American Dirt by Jeanine Cummins
June 3, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
May 27, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
May 26, 2021
5:00p - 6:00p
Online Zoom Event
McCarthy Financial Group's Zoom BINGO #5
Come join us for a fun Evening of Free Zoom Bingo hosted by McCarthy Financial Group.
May 20, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
May 13, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
May 7, 2021
9:00a - 9:45a
Online Zoom Event
MFG's Book Club from the McCarthy House
Join us as we discuss this month's title: Greenlights by Matthew McConaughey.
May 6, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
April 29, 2021
10:00a - 11:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
April 28, 2021
5:00p - 6:00p
Online Zoom Event
McCarthy Financial Group's Zoom BINGO
Come join us for a fun Evening of Free Zoom Bingo hosted by McCarthy Financial Group.
April 22, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
April 15, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
April 13, 2021
5:30p - 6:15p
Online Zoom Event
MFG's Winter Webinar Series #5- Home Healthcare & Long-Term Care
Will your health affect your wealth? Join us online as we discuss LTC.
April 8, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness
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, live on ZOOM.
April 2, 2021
9:00a - 9:45p
Online Zoom Event
MFG's Book Club from the McCarthy House
Join us as we discuss this month's title: The Princess Spy by Larry Loftis.
April 1, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
March 31, 2021
5:00p - 6:15p
Online Zoom Event
McCarthy Financial Group's Zoom BINGO
Come join us for a fun Evening of Free Virtual Bingo hosted by McCarthy Financial Group.
March 25, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
March 24, 2021
12:00p - 12:45p
Free ONLINE Webinar
MFG's Winter Webinar Series #4- Bank Notes Explained
Please join us for our upcoming webinar - Bank Notes Explained
March 23, 2021
5:30p - 6:15p
Free ONLINE Webinar
MFG's Winter Webinar Series #4- Bank Notes Explained
Please join us for our upcoming webinar - Bank Notes Explained: We have Carmen Palladino, Regional Director of Axio Financial LLC joining us!
March 18, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
March 11, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
March 10, 2021
12:00p - 1:00p
Online Zoom Event
MFG's Winter Webinar Series #3- Risk Management
Join us as we discuss Risk Management and how we can help you defend tomorrow's returns, today!
March 9, 2021
5:30p - 6:30p
Online Zoom Event
MFG's Winter Webinar Series #3- Risk Management w/ Vance Howard
Join us as we discuss Risk Management and how we can help you defend tomorrow's returns, today!
March 4, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
February 25, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
February 24, 2021
5:00p - 6:15p
Online Zoom Event
McCarthy Financial Group's Virtual BINGO
Come join us for a fun Evening of Free Virtual Bingo hosted by McCarthy Financial Group.
February 24, 2021
12:00p - 1:00p
Online Zoom Event
MFG's Winter Webinar Series #2- Life Insurance
Join us as we discuss how Life Insurance can help you plan for the unexpected.
February 23, 2021
5:30p - 6:30p
Online Zoom Event
MFG's Winter Webinar Series #2- Life Insurance
Join us as we discuss how Life Insurance can help you plan for the unexpected.
February 18, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
February 11, 2021
10:00a - 11:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
February 9, 2021
5:30p - 6:15p
Online Zoom Event
State of the Markets 2021 @ 5:30 PM
Join us for our "State of the Market" an online event using ZOOM, the presentation will begin at 5:30 PM
February 4, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
January 28, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
January 27, 2021
5:00p - 6:00p
Online Zoom Event
McCarthy Financial Group's Virtual BINGO
Come join us for a fun evening of Free Virtual Bingo hosted by McCarthy Financial Group.
January 21, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
January 14, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
January 7, 2021
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
December 18, 2020
5:30p - 6:15p
Free ONLINE Webinar
McCarthy Financial Group's Webinar: What's Your Risk Number?
Online Educational Event
December 17, 2020
12:00p - 12:45p
Free ONLINE Webinar
McCarthy Financial Group's Webinar: What's Your Risk Number?
Online Educational Event
December 17, 2020
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
December 10, 2020
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
December 3, 2020
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
November 19, 2020
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
November 12, 2020
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
November 5, 2020
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
October 29, 2020
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
October 22, 2020
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
October 15, 2020
10:00a - 10:45a
Online Zoom Event
Free Chair Yoga-Health, Wealth & Happiness!
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, live on ZOOM.
October 8, 2020
10:00a - 10:45a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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. Now available live on ZOOM.
October 1, 2020
10:00a - 10:45a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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. Now available live on ZOOM.
September 24, 2020
10:00a - 10:45a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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. Now available live on ZOOM.
September 23, 2020
12:00p - 12:45p
Free ONLINE Webinar
McCarthy Financial Group's Summer Webinar Series 4 of 4: What's Your Number - RISKALYZE 2.0
Online Educational Event
September 22, 2020
5:30p - 6:15p
Free ONLINE Webinar
McCarthy Financial Group's Summer Webinar Series 4 of 4: What's Your Number - RISKALYZE 1.0
Online Educational Event
September 17, 2020
10:00a - 10:45a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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. Now available live on ZOOM.
September 10, 2020
10:00a - 10:45a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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. Now available live on ZOOM.
September 9, 2020
12:00p - 12:45p
Free ONLINE Webinar
McCarthy Financial Group's Summer Webinar Series 3 of 4: HCM Buyline® 2.0
Online Educational Event
September 8, 2020
5:30p - 6:15p
Free ONLINE Webinar
McCarthy Financial Group's Summer Webinar Series 3 of 4: HCM Buyline® 1.0
Online Educational Event
September 3, 2020
10:00a - 10:45p
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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. Now available live on ZOOM.
August 27, 2020
10:00a - 10:45a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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. Now available live on ZOOM.
August 26, 2020
12:00p - 12:45p
Free ONLINE Webinar
McCarthy Financial Group's Summer Webinar Series 2 of 4: Bank Notes 2.0
Online Educational Event
August 25, 2020
5:30p - 6:15p
Free ONLINE Webinar
McCarthy Financial Group's Summer Webinar Series 2 of 4: Bank Notes 1.0
Online Educational Event
August 20, 2020
10:00a - 10:45a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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!
August 13, 2020
10:00a - 10:45a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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!
August 12 - August 13, 2020
12:00p - 12:45p
Free ONLINE Webinar
McCarthy Financial Group's Summer Webinar Series 1 of 4: Annuities 2.0
Online Educational Event
August 11, 2020
5:30p - 6:15p
Free ONLINE Webinar
McCarthy Financial Group's Summer Webinar Series 1 of 4: Annuities 1.0
Online Educational Event
August 6, 2020
10:00a - 10:45a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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!
July 30, 2020
10:00a - 11:00a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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!
July 23, 2020
10:00a - 11:00a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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!
July 16, 2020
10:00a - 11:00a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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!
July 9, 2020
10:00a - 11:00a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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!
July 2, 2020
10:00a - 11:00a
Learning Center
Free Chair Yoga-Health, Wealth & Happiness!
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-Health, Wealth & Happiness!
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-Health, Wealth & Happiness!
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 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!
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!