Client Events, Seminars & Celebrations
Whether it’s summertime on our deck or speaking in a classroom, we enjoy making memories with clients, guests and beyond. Thank you to everyone who takes part in these memories.
Upcoming Events
Taxes in Retirement 567
Presented by Neal McGrath
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. Join Neal McGrath as he discusses how the new tax law impacts your income and investments.
Taxes in Retirement 567
Wednesday, June 25th | 11:00am
Cooper-Siegel Community Library
403 Fox Chapel Rd, Pittsburgh, PA 15238
Taxes in Retirement 567
Wednesday, June 25th | 6:00pm
Cooper-Siegel Community Library
403 Fox Chapel Rd, Pittsburgh, PA 15238
Estate & Retirement Planning Simplified
Presented by Neal McGrath & Anne McGrath
Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend. Join Neal McGrath and Anne McGrath Esq. as they discuss ways that may help you assess your current situation and develop a strategy that may help preserve your assets.
Estate & Retirement Planning Simplified
Tuesday, June 24th | 12:00pm
Juniper Grill
4000 Washington Road
Canonsburg, PA 15317
Please Note: Guests should arrive at least 20 minutes before 12:00 PM to be registered and seated.
Estate & Retirement Planning Simplified
Thursday, June 26th | 12:00pm
Juniper Grill
4000 Washington Road
Canonsburg, PA 15317
Please Note: Guests should arrive at least 20 minutes before 12:00 PM to be registered and seated.
Rejuvenate Your Retirement
Presented by John McGowan MBA, CFA®, Wealth Advisor and James Kampetis, CFP®,
While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today’s retirees. Whether you’re planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.
Client Events, Seminars & Celebrations
Annual Summer Deck Event
August 2022
Client Holiday Dinner Event
December 2021
Annual Summer Deck Event
August 2021
