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

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
March 20th | 11:00am

 

Sewickley Public Library
500 Thorn St
Sewickley, PA 15143

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Estate & Retirement 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.

Estate & Retirement Planning Simplified
March 19th | 12:00pm

 

Rico’s Restaurant
1 Rico Ln
Pittsburgh, PA 15237

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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
March 26th | 11:00am

 

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

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Estate & Retirement Planning Simplified
March 27th | 12:00pm

 

Rico’s Restaurant
1 Rico Ln
Pittsburgh, PA 15237

REGISTER

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.

Rejuvenate Your Retirement
March 18th & March 25th | 9:30 – 11:30am

 

Robert Morris University
6001 University Boulevard
Moon Township, PA 15108

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Rejuvenate Your Retirement
March 20th & March 27th | 9:30 – 11:30am

 

Robert Morris University
6001 University Boulevard
Moon Township, PA 15108

REGISTER

Client Events, Seminars & Celebrations

Annual Summer Deck Event
August 2022
Client Holiday Dinner Event
December 2021
Annual Summer Deck Event
August 2021