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
Tuesday, May 6th | 11:00am
Frank Sarris Public Library
35 N Jefferson Ave, Canonsburg, PA 15317
Taxes in Retirement 567
Wednesday, May 14 | 1:00pm
Mt. Lebanon Recreation Center
900 Cedar Blvd, Pittsburgh, PA 15228
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
April 30th | 12:00pm
The Porch at Siena
120 Siena Dr
Upper St Clair, PA 15241
Please Note: Guests should arrive at least 20 minutes before 12:00 PM to be registered and seated.
Estate & Retirement Planning Simplified
Thursday, May 8 | 12:00pm
Juniper Grill
2030 Mackenzie Way, Cranberry Twp, PA 16066
Please Note: Guests should arrive at least 20 minutes before 12:00 PM to be registered and seated.
Estate & Retirement Planning Simplified
Tuesday, May 13 | 12:00pm
Juniper Grill
2030 Mackenzie Way, Cranberry Twp, PA 16066
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.
