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

February 12
FOCUS Series on YOU: Long Term Care
9:00 am | McIntosh & Associates Event Studio
March 26
Medicare & Social Security
6:30 pm | Grace A. Dow Memorial Library
May 7
FOCUS Series on YOU: TBD
5:30 pm | TBD
May 12
Medicare & Social Security
6:30 pm | McIntosh & Associates Event Studio

Educational Seminars

Join us in person for educational dinner seminars designed to help you understand retirement planning, Medicare and financial strategies. Our team at McIntosh & Associates shares insights in a welcoming setting where you can learn, ask questions and connect with others planning for the future.

Convenient Webinars

Can’t make it to a live event? Our online webinars let you tune in from home and still get the same trusted guidance from McIntosh & Associates. We’ll walk you through retirement, insurance and financial topics in a clear and approachable way.

Community Events

We love being part of the Mid-Michigan community. From food drives to client appreciation gatherings, McIntosh & Associates hosts events that bring people together, give back locally and celebrate the journey to a confident retirement.

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