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.

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Upcoming Events

Jan
27

Estate & Retirement Planning Simplified – Jan 27

01/27/2026
12:30 pm EST
Rico's Restaurant
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Feb
03

The One Big Beautiful Bill – Feb 3

02/3/2026
11:00 am EST
Frank Sarris Public Library
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Feb
12

Estate & Retirement Planning Simplified

02/12/2026
12:00 pm EST
Juniper Grill - Cranberry
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Past Events

Jan
20

The One Big Beautiful Bill – Jan 20

01/20/2026
1:00 pm EST
Upper St. Clair Community & Recreation Center
Details
Jan
13

The One Big Beautiful Bill – Jan 13

01/13/2026
11:00 am EST
Sewickley Public Library
Details
Jan
08

The One Big Beautiful Bill – Jan 8

01/8/2026
1:00 pm PST
Cranberry Public Library
Details
Jan
06

The One Big Beautiful Bill – Jan 6

01/6/2026
11:00 am EST
Cranberry Public Library
Details
Lunch Seminar
Dec
04

Estate & Retirement Planning Simplified – Dec 4

12/4/2025
10:00 am EST
Cooper-Siegel Community Library
Details
Lunch Seminar
Dec
03

Estate & Retirement Planning Simplified – Dec 3

12/3/2025
12:00 pm EST
Juniper Grill
Details