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. 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!
Rather meet One-on-one?
Schedule a meeting with one of our team members to create your financial strategy today.