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Hosted by MacMunn Financial Management, our workshops, weekly live webinars, and on-demand seminars are offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to start reserving your seat for one of our upcoming events.

Live Events

Events in April–May 2026

  • April 7, 2026 (1 event)


    April 7, 2026

    Free College Planning Workshop

    Location: Hogan Campus Center at College of the Holy Cross - 5th Floor, Room 519
    1 College St, Worcester, MA 01610

    What You'll Learn at This Event...

    • How playing the college admissions game may be hurting your child’s future.
    • When you should start planning for admissions (it’s sooner than you think!)
    • The 5 biggest myths that lead families to believe they won’t qualify for financial aid.
    • The 3 questions you must ask every school before you apply that no one else asks until it is too late.
    • The shocking truth about 529’s and other college savings plans and how they actually can COST you more than they save you!

    Why You Need to Attend This Event...

    If you're worried about how you're going to send your child to the college of their dreams without getting trapped in a financial nightmare, you must attend our How to Pay for College Without Going Broke event! We'll be sharing the insider secrets to sending your child to a better college than you thought possible, while saving you money in the process.

    College Funding Solutions has helped hundreds of families with planning for college and saved them thousands of dollars on college expenses.

    Click Here To Register

  • April 21, 2026 (1 event)


    April 21, 2026

    FREE SOCIAL SECURITY WORKSHOP

    Location: Marlborough Public Library - Grice Community Room
    35 West Main Street, Marlborough, MA 01752

    What You'll Learn at This Event:

    • How do I figure out when I should take my Social Security benefits?
    • Why some married couples are missing out on substantial benefits and how the recent rule changes may effect me.
    • How I can avoid the Tax Man so I can pay a minimal amount of taxes on my income?

    Do you know the exact date you’re going to claim your Social Security benefits? With over 531 ways to claim Social Security, not knowing the exact strategy of when and how to claim can cost you and your families thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.

    We help people build their retirement income plans and watch them retire successfully from the effort.

    Click Here To Register

Webinars

Events in April–May 2026

  • April 28, 2026 (1 event)


    April 28, 2026

    Discover the Most Tax-Efficient and Safe Manner to Grow and Protect Your Retirement

    FREE Webinar! What You'll Learn:

    • How tax-advantaged strategies can help minimize your tax burden and maximize your retirement income.
    • Top retirement risks and practical solutions to help mitigate them and grow your savings.
    • Tools that can provide Market growth potential and downside protection, subject to caps on gains.
    • How high-net-worth individuals pass on their estate and preserve more wealth for their heirs.

     

    Click Here To Register

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