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

Upcoming Calendar

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All Insurance Wealth Workshops

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On-Demand Library

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Participant Quotes

What Attendees Are Saying

Workshops stay practical and action-oriented. Here is what clients shared after recent sessions.

Scott's retirement class explained Social Security offsets in ten minutes, something my HR department could not do in years. I left with a checklist and confidence.

Amanda L. Middle School Teacher

Our nonprofit learned exactly how to roll out a SIMPLE IRA with minimal paperwork. The on-site workshop had staff enrolling before lunch.

Carlos P. Operations Director

The women's wealth roundtable created a safe space to talk about money. I paired up with two new accountability partners.

Lynne R. Healthcare Professional

Loved the hybrid option. Our team tuned in from home while Scott fielded live chat questions about student loan relief.

Chris D. Assistant Principal

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.