Take the first step toward reaching
your financial goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

At McIntosh & Associates, we are dedicated to offering opportunities to both prospective clients and current clients for informational meetings that cover a variety of topics.

We often partner with members of our community to utilize their experience on subjects that are important to helping you stay informed.

Upcoming Events

April 15
Social Security & Medicare Educational Event
6:00 pm | TBD

Stay tuned! We’ve got exciting events on the way. While the dates and times are being finalized, check back soon for more details. We can’t wait to share what’s coming next!

April 16
Social Security & Medicare Educational Event
6:00 pm | TBD

Stay tuned! We’ve got exciting events on the way. While the dates and times are being finalized, check back soon for more details. We can’t wait to share what’s coming next!

April 17
Social Security Dinner Seminar
6:30 pm | Old City Hall
April 22
Social Security Dinner Seminar
6:30 pm | Old City Hall
June 19
Golf Outing
8:30 am | Apple Mountain
June 19
Navigating Healthcare in Retirement & Ice Cream Social
5:00 pm | McIntosh & Associates Event Center
September 16
Women’s Retirement Roadmap Dinner Seminar
6:30 pm | TBD

Stay tuned! We’ve got exciting events on the way. While the dates and times are being finalized, check back soon for more details. We can’t wait to share what’s coming next!

September 18
Women’s Retirement Roadmap Dinner Seminar
6:30 pm | TBD

Stay tuned! We’ve got exciting events on the way. While the dates and times are being finalized, check back soon for more details. We can’t wait to share what’s coming next!

Rather meet One-on-one?

Schedule a meeting with one of our team members to create your financial strategy today.

Or give us a call at 989.692.2200