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    Home » Workshops

    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.

    Our Calendar of Events

    Retirement Elevated

    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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    Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection
    » Portfolio Management
    » Our Services
    Meet the Team
    » Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
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    Upcoming Events
    » We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events
    McGuire Financial Services, Inc. is a registered investment adviser in the State of Massachusetts. The adviser may transact business in states where it is appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Insurance product guarantees are subject to the claims-paying ability of the issuing company.

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