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

Upcoming Events

Taxes in Retirement

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
Wednesday, May 31, 2023 | 11:00 am
Location and more information to follow!

Estate Planning
Thursday, June 1, 2023 | 11:00 am
Mt. Lebanon Recreation Center 900 Cedar Blvd

Estate Planning
Wednesday, July 26, 2023 | 11:00 am
Location and more information to follow!

Register for an Event

Estate and Legacy Planning

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.