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I offer workshops on financial topics. If you would like to learn about currently scheduled workshops or schedule one for your organization, send an email to
Info@McNaryFinancial.com

Smart Financial Planning for Seniors and Their Adult Children
This workshop helps seniors and their families understand the costs of living in retirement.  It explains how to develop a plan for living comfortably while preserving your life’s savings as well as how to identify and avoid inappropriate investments.

 

 

 

 





Healthy Money Habits for
New College Grads
This lively, interactive 2-hour workshop will set your new college graduate on track toward financial independence. How? By explaining the ins and outs of credit cards and consumer debt, retirement savings options, mortgages, investment basics, and taxes in a way that will prevent them from making costly mistakes as they venture into the ‘real world’.

A college education is a tremendous investment and this workshop helps your grad make the most of it. A little financial education now lets your new grad be successful from the start and who doesn’t want that?

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Teens & Money: Helping Your Teen Develop Healthy Money Habits
A 2-hour workshop for parents and teens on the fundamentals of saving, avoiding debt, budgeting, and other money basics. This fun, interactive workshop teaches teens the importance of building a solid financial foundation and provides parents with tools and techniques for raising kids who are smart with their money.

If you’ve been fighting with your teen about allowances, clothes, or the car, this workshop is for you. You’ll learn what’s ‘fair’ for everyone and have fun doing so...............

Be nice to your kids.
They’ll be choosing your nursing home.
- Seen on a bumper sticker

 

 

McNary Financial Planning, LLC is a Registered Investment Adviser with the state of Colorado. The firm may serve clients in Colorado and in those states in which it is exempted from registration. McNary Financial Planning, LLC provides fee-only comprehensive financial planning to individuals, couples, families, and small business owners of all income levels who want to improve the quality of their lives through financial security. The information in this website is designed to provide a general overview with regard to the subject matter covered and is not state specific. McNary Financial Planning, LLC does not render or offer to render personalized investment advice or financial planning advice through the website. The authors, publisher and host are not providing legal, accounting or other advice specific to your situation.

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