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
Live Educational Presentations
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
Tuesday, August 19th | 11:00am
Frank Sarris Public Library
35 N Jefferson Ave
Canonsburg, PA 15317
Taxes in Retirement 567
Tuesday, August 19th | 2:00pm
Frank Sarris Public Library
35 N Jefferson Ave
Canonsburg, PA 15317
Lunch Seminars
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
Thursday, September 18th and 23rd| 12:00pm
The Porch at Siena
120 Siena Dr
Upper St Clair, PA 15241
Estate & Retirement Planning Simplified
Thursday, September 30th| 12:00pm
Sewickley Library
500 Thorn St.
Sewickley, PA 15143
Estate & Retirement Planning Simplified
Tentative, October 2 &8 or 8&16|
Rico’s Restaurant
1 Rico Lane
Pittsburgh, PA 15237
Estate & Retirement Planning Simplified
November 13 | 11:00am
Mt. Lebanon Rec Center
900 Cedar Blvd.
Pittsburgh, PA 15228
Estate & Retirement Planning Simplified
Tentative: December 3 | 12:00pm
Juniper Grill Peters Twp.
Estate & Retirement Planning Simplified
December 4 | 11:00am
Cooper Seigel Library (Fox Chapel)
403 Fox Chapel Road
Pittsburgh, PA 15238
Client Events, Seminars & Celebrations
Annual Summer Deck Event
August 2022
Client Holiday Dinner Event
December 2021
Annual Summer Deck Event
August 2021
