Our Workshops
Attend a Workshop
At Flanagan Financial Services, we believe that understanding your money should be empowering, accessible, and simple. Our interactive financial workshops cover a wide range of everyday topics—from smart budgeting and retirement basics to general wealth strategies—designed to help you navigate your choices with confidence. If you would like to find out about our upcoming dates or reserve a spot in an upcoming session, simply complete the inquiry form on this page and our team will be in touch with the upcoming workshop schedule. In the meantime, we invite you to browse our library of previous workshop videos below to get a feel for what we discuss and start learning at your own pace today!
Workshop Video Archive
We invite you to browse our library of previous workshop videos below to get a feel for what we discuss and start learning at your own pace today!
February 2020 Financial Education Workshop
This session explores foundational financial concepts to help you start the new year with a clear strategy. We discuss how to evaluate your current financial standing and identify areas for improvement. Viewers will learn practical ways to align their everyday spending with their long-term wealth goals.
December 2019 Breakfast Workshop
We closed out the year by sharing strategies for organizing your finances ahead of the new tax season. This workshop covers end-of-year planning and how to prepare your portfolio for upcoming transitions. It offers straightforward guidance for reviewing your annual progress over a casual breakfast discussion.
November 2019 Educational Workshop
This educational presentation focuses on building resilience into your personal financial plan. We break down the core components of wealth preservation and how to protect your assets over time. The session provides actionable steps to help you stay on track regardless of shifting economic conditions.
October 2019 Breakfast Workshop
In this morning session, we tackle the essentials of planning for a comfortable retirement. We highlight the importance of early preparation and evaluating your current savings trajectory. Attendees learned how to structure their income to better support their desired lifestyle after they stop working.
September 2019 Breakfast Workshop
Our early fall workshop centers on the psychological aspects of money and behavioral finance. We discuss common emotional biases that can derail sound financial decision-making. Viewers learn strategies for maintaining an objective mindset when managing their wealth over the long term.
August 2019 Workshop
As the school year approaches, this workshop focuses on college savings strategies and family financial planning. We break down the differences between 529 plans and other education savings vehicles. The presentation helps parents and grandparents find tax-efficient ways to support their family's educational aspirations.
June 2019 Workshop
This summer session is dedicated to the unique financial challenges faced by small business owners. We review strategies for managing business cash flow, planning for succession, and setting up employee benefits. It is tailored to help entrepreneurs balance their business growth with their personal wealth goals.
May 2019 Workshop
In this spring session, we explore the essential steps for building a resilient retirement income strategy. We break down how to transition from saving money to safely drawing down your assets when you stop working. Viewers will learn practical ways to structure their accounts to help ensure their money supports them throughout their retirement years.
February 2019 Workshop
This video tackles the complexities of healthcare costs in retirement and how to prepare for them. We discuss the role of Medicare and other supplementary options in protecting your savings from medical expenses. It offers clear insights into a topic that often causes anxiety for future retirees.
January 2019 Workshop
We kick off 2019 by reviewing foundational goal-setting techniques for your personal finances. This session emphasizes the need for a tailored approach rather than relying on one-size-fits-all financial advice. It serves as a great starting point for anyone looking to refresh their money management habits.
December 2018 Workshop
This end-of-year gathering highlights the importance of charitable giving and estate organization. We discuss how to structure your philanthropic goals in a way that also supports your broader financial plan. The workshop provides a welcoming environment to discuss legacy strategies over a morning meal.
October 2018 Educational Workshop
This presentation provides a deep dive into tax-conscious planning strategies. We explore how different types of accounts are taxed and how to position your assets efficiently. The video aims to equip you with the knowledge needed to keep more of your wealth working for your future.
August 2018 Seminar Workshop
This late-summer seminar focuses on evaluating your financial progress and making smart mid-year adjustments. We discuss how to effectively review your investment portfolio to ensure it still aligns with your long-term objectives. The session provides actionable insights on rebalancing your assets to help keep your financial plan on track.
June 2018 Seminar Workshop
Our mid-year check-in workshop is designed to help you reassess your financial goals and make necessary adjustments. We cover the importance of periodic portfolio reviews to ensure your investments remain aligned with your timeline. This session encourages proactive money management as you move into the second half of the year.
March 2018 Seminar Workshop
Spring planning takes center stage in this seminar focused on risk management and insurance solutions. We review how life and disability coverage act as vital safety nets for your broader financial blueprint. The discussion helps viewers understand how to safeguard their income against unexpected life events.
February 2018 Seminar Worshop
This workshop zeroes in on cash flow analysis and the mechanics of everyday budgeting. We outline how tracking your monthly expenses is the first step toward achieving larger financial milestones. Viewers receive practical tips for freeing up capital to direct toward their investment and retirement accounts.
January 2018 Workshop Seminar Part 1
The first half of our comprehensive new year seminar dives into the basics of investment management. We explore different asset classes and how risk tolerance should shape your portfolio choices. This video lays the groundwork for understanding how broader market trends can impact your personal savings.
January 2018 Workshop Seminar Part 2
Continuing from Part 1, this segment shifts the focus toward long-term wealth accumulation and legacy planning. We discuss the structural tools available for passing wealth to the next generation smoothly. The session wraps up our two-part series with holistic strategies for comprehensive estate organization.
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