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


Smart Women, Smart Retirement™ Webinar

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.

February 25
The Legacy Optimizer Strategy
6:00 pm | Webinar
March 2
Retirement Rescue: De-Risk Your Retirement
11:00 am | Webinar
March 4
Social Security: 7 Key Facts to Enhancing Benefits
6:00 pm | Webinar
March 9
Strategies for the Secure Act, RMDs, & Social Security
11:00 am | Webinar
March 11
Retirement Rescue: De-Risk Your Retirement
6:00 pm | Webinar
March 16
Medicare Made Easy
11:00 am | Webinar
March 18
Strategies for the Secure Act, RMDs, & Social Security
6:00 pm | Webinar
March 23
How to Protect Yourself From a Potential Tax Storm
11:00 am | Webinar
March 25
Medicare Made Easy
6:00 pm | Webinar
March 30
The Legacy Optimizer Strategy
11:00 am | Webinar

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