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.
Knowledge Center
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. Topics include: attorneys speaking about how to access benefits for loved ones who need care at home, assisted living or nursing homes, the differences between wills, revocable and irrevocable trusts, why you should have a trust for your IRA and ways to avoid probate.
Please join us in the warm and cozy atmosphere of our in-office Learning Center Room!
Upcoming Events
We are so excited to have host 10-time New York Times best-selling author David Bach to present his Smart Women, Smart Retirement™ presentation exclusively for our clients and friends. This presentation is designed specifically to talk about the unique challenges that women face in retirement, especially in the everchanging world that we are in today. Whether single, married, widowed, or divorced – this webinar will discuss ways that you can prepare your retirement plan to stand the test of time.
Rather meet One-on-one?
Schedule a meeting with one of our team members to create your financial strategy today.
