Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
December 8, 2023
10:00a - 3:00p
McKay Wealth Office
McKay Wealth Holiday Open House
'Tis the season to celebrate, and we would be delighted if you could join us for our Annual Holiday Open House!
November 20, 2023
2:00p - 3:00p
WEBINAR
Long-Term Care Insurance Awareness
With November being Long-Term Care Insurance Awareness Month, what better time to revisit the importance of planning for you and your loved ones long-term care needs. Join Lindsey McKay, CFP®, CSSCS, and Andrew Lee, CFP®, CSSCS, Financial Advisors, from McKay Wealth Management, and Scott Karstens from NFG Brokerage who will share valuable insights on long-term care needs and insurance.
September 18, 2023
2:00p - 3:00p
Webinar
Get to Know Medicare: A Roadmap to Your Healthcare
This webinar walks you through coverages and potential costs of Medicare and explores the difference between Medicare Advantage and Medigap plans.
August 28, 2023
2:00p - 3:00p
Webinar
Nourish and Flourish: A Holistic Approach to Health and Wellness
Join Lindsey McKay, CFP®, CSSCS, and Andrew Lee, CFP®, CSSCS, from McKay Wealth Management, and Austin Lee, a personal trainer and triathlete, who will share valuable insights on how to build and maintain a healthy and active lifestyle during your retirement years. Through this engaging discussion, you'll gain a deeper understanding of the ways you can adopt and capitalize on all an active lifestyle has to offer.
June 20, 2023
2:00p - 3:00p
Webinar
Estate Planning
Estate Planning is about empowering people to make their own choices about their future and the future of their loved ones.
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.