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Events

Upcoming Events

June 20, 2023

2:00p - 3:00p

Webinar

Register

Estate Planning

Estate Planning is about empowering people to make their own choices about their future and the future of their loved ones.

Past Events

May 15, 2023

2:00p - 3:00p

Webinar

Understanding Social Security

Social Security provides a foundation of income on which workers can build to plan for their retirement. Please join Lindsey McKay and Andrew Lee as they can help you better understand your options.

April 24, 2023

2:00p - 3:00p

WEBINAR

Economic Update with City National Rochdale

Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale. Lindsey and Rachael will discuss the current economic landscape and expectations for the coming year on the global and national economies. 

March 20, 2023

2:00p - 3:00p

WEBINAR

MANAGING TAXES THROUGH RETIREMENT

Join Lindsey McKay CFP® Financial Advisor at McKay Wealth Management for an insightful presentation on why Tax Planning is important to you and your Financial Plan.

January 16, 2023

2:00p - 3:00p

WEBINAR

Family Preparedness

Family Preparedness is for everyone. Emergencies can strike quickly and without warning. Are you ready? It’s about control and protection for you and your loved ones not only for people with complex financial lives – family preparedness planning is important to all families.

September 21, 2022

2:00p - 3:00p

WEBINAR

Summer Storms or Hurricanes?

Join Lindsey McKay of McKay Wealth Management and Kezia Samuel, Managing Director of Client Portfolio Management @ AssetMark Trust for an Economic Update.

July 18, 2022

2:00p - 3:00p

WEBINAR

2022 Half-Time Report: Economic Update with City National Rochdale

Join Lindsey McKay and Rachael Crane from City National Rochdale for ongoing updates on the global and national economy.

June 14, 2022

2:00p - 3:00p

WEBINAR

Economic Update June 2022

Please join Lindsey and Rachal Crane from City National Rochdale for ongoing updates on the global and national economy.

May 19, 2022

11:00a - 12:00p

WEBINAR

In The Room with Ben Stein

You’re invited to an exclusive, one-on-one conversation with economist, writer, and comedian Ben Stein. More than Ferris Bueller’s economics teacher, Ben is a respected finance writer with a deep understanding of personal finance and how investors can set themselves up for success in a variety of economic conditions.  

April 18, 2022

2:00p - 3:00p

WEBINAR

Monthly Economic update with City National Rochdale

Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale and Lindsey McKay from McKay Wealth Management.

March 21, 2022

2:00p - 3:00p

WEBINAR

Savvy Social Security for Women

Women tend to live longer than men, so they need as much retirement income as possible. Whether you’re 30 or 60, married or single, divorced, or widowed, there are certain strategies you can use to give you more benefits over your lifetime

December 13, 2021

2:00p - 3:00p

WEBINAR

CNR-ECONOMIC UPDATE YEAR-END 2021

Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale. Rachael and Lindsey will discuss the progress we have seen in both the fight against COVID and the effects on market recovery.

October 19, 2021

11:00a - 12:00p

WEBINAR

What The World Will Look Like In 2030?

The world in 2030 may seem a long way off, but at Capital Group and McKay Wealth Management we spend a lot of time thinking about the distant future. Carl will review the seven portfolio managers’ perspectives on the world in 2030, and how these shifting trends influence their investment decisions.

September 13, 2021

2:00p - 3:00p

WEBINAR

Economic Update September 2021

Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale. Rachael and Lindsey will discuss the 3 quarters of 2021 and our continued recovery from the Pandemic.

Event Registration