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

July 25
Mid Year Review
6:30 pm | McIntosh & Associates Event Center
August 15
Social Security Timing
6:30 pm | McIntosh & Associates Event Center
August 20
Medicare Simplified
6:30 pm | McIntosh & Associates Event Center
September 12
Long Term Care & Income Planning
6:30 pm | McIntosh & Associates Event Center
September 19
Medicare Simplified
6:30 pm | McIntosh & Associates Event Center
October 9
Rising Healthcare Costs
6:30 pm | McIntosh & Associates Event Center
October 10
Medicare Simplified
6:30 pm | McIntosh & Associates Event Center
November 26
Gratitude & Year End Planning
6:30 pm | McIntosh & Associates Event Center

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