Interactive Workshops





At McCarthy & Cox, we know that education and understanding are key factors in planning the best possible financial future for you and your family. Our topics address many of our services, such as retirement planning. We work to make sure that you are informed of the most current trends in finance and leave with a more confident outlook on the topic addressed. 


Ready to register for our next interactive workshop?

SPACE IS LIMITED! RSVP by September 10th—click below or call 937.644.0351.



Upcoming Workshop:

Retirement Quiz: 24 Questions & Answers to Get Right BEFORE Retiring

What it's all about

This information-packed, 75-minute interactive workshop is designed for those within 2 years of retirement. You'll learn: 

  • The 24 key Q&A you should know before retiring
  • Determine if a lump sum payment is a good idea for you 
  • 10 key questions to ask when interviewing a financial adviser
  • How to make the most of your benefits
  • Learn the 6 common retirement mistakes and how to avoid them

Everyone in attendance will receive the 13-Point Retire Ready Checklist.
*No specific product solutions will be discussed.


Upcoming Workshop Dates

  • Tuesday, September 18, 2018 | 5:00-8:00 PM | Der Dutchman, Plain City
  • Wednesday, September 19, 2018 | 5:00-8:00 PM | Homecoming Restaurant, Bellefontaine
  • Tuesday, September 25, 2018 |  5:00-8:00 PM | Der Dutchman, Plain City

*RSVP by September 10! Click the Register Now button above or call toll-free 877.738.9871 .


Who can attend the interactive workshops?

Anyone who is within five years of retirement or currently retired will likely benefit from our interactive workshops and is encouraged to attend!