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
29

Taxes In Retirement

07/29/2026
11:00 am EST
Northland Public Library
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Aug
04

Taxes in Retirement

08/4/2026
6:00 pm EST
Peters Township Public Library
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Aug
06

Plan Well, Retire Well

08/6/2026
11:00 am EST
Juniper Grill, Cranberry Township
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Aug
06

Taxes in Retirement

08/6/2026
1:00 pm EST
Peters Township Public Library
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Aug
11

Plan Well, Retire Well

08/11/2026
11:00 am EST
Juniper Grill, Cranberry Township
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Aug
13

Advanced Tax and Planning Strategies for High Net Worth Families

08/13/2026
12:00 pm EST
Off The Hook
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Aug
18

Advanced Tax and Planning Strategies for High Net Worth Families

08/18/2026
5:30 pm EST
Off The Hook
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Past Events

Jul
21

Taxes In Retirement

07/21/2026
11:00 am EST
Sewickley Public Library
Details
Jul
09

Estate & Retirement Planning Simplified

07/9/2026
12:00 pm EST
Juniper Grill Peters Township
Details
Jul
08

Plan Well, Retire Smart

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

Estate & Retirement Planning Simplified

07/7/2026
12:00 pm EST
Juniper Grill Peters Township
Details
Jul
01

Plan Well, Retire Smart

07/1/2026
12:00 pm EST
Cucina Vitale
Details
Jun
11

The One Big Beautiful Bill — June 11

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