Events

Upcoming Events

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Estate and Legacy Planning

Presented by Neal 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 Mark Coulter Esq. as they discuses ways that may help you assess your current situation and develop a strategy that may help preserve your assets.

Join Us for the Following Dates:

Thursday, January 23, 2020 from 11:00 AM-12:30 PM – Northland Public Library

Thursday, February 27, 2020 from 11:00 AM-12:30 PM – Sewickley Library

 


 

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.

Join Us for the Following Dates:

Tuesday, January 28, 2020 from 11:00 AM-12:30 PM – Rodef Shalom Congregation

Register Today!

Past Events

Taxes in Retirement

December 4 & 5, 2019 | Robert Morris University at Yorktown Hall

November 21, 2019 | Laurie Ann West Center

October 1 & 2, 2019 | Robert Morris University at Yorktown Hall

September 25, 2019 | Sewickley Public Library

September 10 & 12, 2019 | Northland Public Library

July 22 & 23, 2019 | Robert Morris University at Yorktown Hall

May 22, 2019 | Sewickley Public Library

May 15 & 16, 2019 | Robert Morris University

April 24, 2019 | Northland Public Library

February 28, 2019 | Sewickley Public Library

January 22 & 29, 2019 | Northland Public Library

November 28 & 29, 2018 | Moon Township Library

November 8 & 12, 2018 | Sewickley Public Library

 

Rejuvenate Your Retirement

March 27 & 29, 2018 | Robert Morris University at Yorktown Hall
April 3 & 5, 2018 | Robert Morris University at Yorktown Hall