• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Phone: 508.775.1700 / [email protected] / Visit Us!
    It can be difficult to make financial decisions without access to information.
    We’re committed to helping you make informed decisions about your financial future.
    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.

    Workshop Registration
    Fill out my online form.
    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.
    » Learn More
    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

    Investment Advisory Services offered through McGuire Financial Services, Inc., a Massachusetts Registered Investment Adviser. Insurance product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through McGuire Financial Services.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.