Educational Workshops & Events

Financial Confidence Starts Here

Join retirement readiness sessions, college planning labs, or business-owner roundtables—all designed to keep your goals on track with actionable guidance.

Reserve Your Seat View Past Sessions

Limited seating for in-person events. Virtual options available.

What to expect

  • Live chat Q&A + downloadable worksheets
  • Open to families, professionals, and partner schools
  • Reminder emails 24 hours before each event
  • Presented by McDowell advisors + select partners

Workshop Topic

Workshops

All Insurance Wealth Workshops

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FAQs & Suggestions

Have Questions?

We keep sessions accessible and actionable. Review top questions below or tell us what topics you would like to see next.

Suggest a Topic

Yes – sessions are complimentary for families, educators, and partner organizations. Private events may include travel fees depending on location.

Most virtual events are recorded with presenter consent and shared via password-protected links. In-person sessions receive PDF recaps or slide decks.

Absolutely. Spouses, business partners, or colleagues are welcome. Let us know in the registration notes so we can reserve seating or send additional login links.

Continuing education credit is not available yet, but we can provide attendance certificates or documentation for employer reimbursement.