Client Events, Seminars & Celebrations

Weather 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

 

Online Events

Check back for 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.

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.

Past Events

Estate & Legacy Planning
Past Workshops:

February 27, 2020 | Sewickley Public Library

January 23, 2020 | Northland Public Library

Taxes in Retirement
Past Workshops:

November 16, 2020 | Online Webinar

November 11 & 12, 2020 | Hyeholde Restaurant

November 10, 2020 | Rico’s Restaurant

August 18 & 19, 2020 | Online Webinar

July 28 & 30, 2020 | Online Webinar

June 18 & 24, 2020 | Online Webinar

May 21 & 27, 2020 | Online Webinar

February 25, 2020 | LaRoche University

January 28, 2020 | Rodef Shalom Congregation

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
Past Workshops:

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

Client Events, Seminars & Celebrations

Annual Summer Deck Event

August 15, 2019

NASDAQ Bell Ringing

Client Recognition Holiday Dinner

December 6, 2018

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