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.
Check back for upcoming events!
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.
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.
February 27, 2020 | Sewickley Public Library
January 23, 2020 | Northland Public Library
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
March 27 & 29, 2018 | Robert Morris University at Yorktown Hall
April 3 & 5, 2018 | Robert Morris University at Yorktown Hall
