MORE FROM OUR LOCATION

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

Jul
01

Plan Well, Retire Smart

07/1/2026
12:00 pm EST
Cucina Vitale
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Jul
07

Estate & Retirement Planning Simplified

07/7/2026
12:00 pm EST
Juniper Grill Peters Township
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Jul
08

Plan Well, Retire Smart

07/8/2026
12:00 pm EST
Cucina Vitale
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Jul
09

Estate & Retirement Planning Simplified

07/9/2026
12:00 pm EST
Juniper Grill Peters Township
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Jul
21

Taxes In Retirement

07/21/2026
11:00 am EST
Sewickley Public Library
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Jul
29

Taxes In Retirement

07/29/2026
11:00 am EST
Northland Public Library
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Past Events

Jun
11

The One Big Beautiful Bill — June 11

06/11/2026
11:00 am PST
Community & Recreation Center at Boyce Mayview Park
Details
Jun
09

The One Big Beautiful Bill — June 9

06/9/2026
11:00 am PST
Community & Recreation Center at Boyce Mayview Park
Details
May
20

The One Big Beautiful Bill — May 20

05/20/2026
11:00 am PST
Cranberry Public Library, Franklin Station North Meeting Room
Details
May
14

The One Big Beautiful Bill – May 14

05/14/2026
11:00 am EST
Cranberry Public Library, Franklin Station North Meeting Room
Details
May
12

The One Big Beautiful Bill – May 12

05/12/2026
11:00 am EST
Cranberry Public Library, Franklin Station North Meeting Room
Details
Apr
29

The One Big Beautiful Bill – April 29

04/29/2026
11:00 am EST
Cooper-Siegel Community Library, Verne C. Koch Program Room
Details