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Events

Upcoming Events

May 20, 2024

2:00p - 3:00p

Webinar

Register

Understanding Social Security

Social security planning; it pays to plan ahead! social Security provide a foundation of income on which workers can build to plan for their retirement.

Past Events

April 11, 2024

2:00p - 3:00p

Webinar

Quarterly Economic Update

Please join us for our ongoing updates on the economy with Lindsey McKay from McKay Wealth Management and Gene Goldman with Cetera Advisor Networks. We will discuss the current economic landscape and expectations for the future.

March 18, 2024

2:00p - 3:00p

Webinar

How Tax Planning Changes Through Four Stages of Retirement

As you plan for your golden years, it's crucial to understand how tax strategies evolve throughout the different stages of retirement. Please join Lindsey McKay for our upcoming webinar where we'll delve into the intricacies of "How Tax Planning Changes Through Four Stages of Retirement."

February 19, 2024

2:00p - 3:00p

Webinar

Family Preparedness - Navigating Affairs After a Loved One's Passing

In times of loss, it is essential to have the right guidance and support to navigate the complex affairs that follow the passing of a loved one. We understand that this can be an overwhelming and challenging process, and we are here to offer assistance. Please join Lindsey McKay as she provides valuable insights, resources, and advice to help you manage the practical and emotional aspects of settling affairs.

January 22, 2024

2:00p - 3:00p

Webinar

Quarterly Economic Update

Please join us for our ongoing updates on the economy with Lindsey McKay from McKay Wealth Management and Kezia Samuel, Vice President, Investment Consulting from AssetMark, Inc. Lindsey and Kezia will discuss the current economic landscape and expectations for the future.

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.

Event Registration