Client Events, Seminars & Celebrations

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
April 24th | 11:00am

Upper St. Clair Community & Recreation Center
1551 Mayview Rd
Pittsburgh, PA 15241

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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 16th | 12:00pm

The Porch at Siena
120 Siena Dr
Upper St Clair, PA 15241

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Please Note: Guests should arrive at least 20 minutes before 12:00 PM to be registered and seated.

Estate & Retirement Planning 567
April 17th | 11:00am

Oakmont Carnegie Library
700 Allegheny River Blvd
Oakmont, PA 15139

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Estate & Retirement Planning Simplified
April 30th | 12:00pm

The Porch at Siena
120 Siena Dr
Upper St Clair, PA 15241

REGISTER

Please Note: Guests should arrive at least 20 minutes before 12:00 PM to be registered and seated.