Classes and Workshops

At McGuire Financial Services, we provide informational classes and workshops for our clients and the greater community that feature information on specific topics, such as retirement income creation, investment management, financial planning and wealth transfer. Often, our workshops include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a workshop.

Retirement Planning in Today’s Economy

This insight-filled course is for individuals and/or couples between the ages of 50 and 75. In just two days, you’ll walk step-by-step through the basics of retirement planning and get answers to many of the questions retirees and working adults struggle with. Learn how to define your ideal retirement, determine how much income you’ll need, invest for your future security, minimize taxes on your retirement income, insulate your wealth from unexpected health care costs and protect your estate and provide for your heirs. Leave with a personalized plan for putting your future on the right track.

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