Broker Check

Events

We host several events throughout the year. To see our past events click here.

For clients, we host

  • Semi-annual client appreciation events every Spring and Fall
  • Periodic educational seminars on topics important to our clients

For advisors, we host

  • Annual Cigar Smoker Networking Event
  • Educational seminars on best practices including the Wealth Management Site and Retail systems

 

Our Upcoming Events:

 

April 23, 2019

9:00a - 12:00p

Beratung East

eMoney 106 East Session

We are pleased to announce we are continuing our eMoney study group for advisors series with “eMoney 106” on Tuesday, April 23rd and Friday, April 26th.

 

April 26, 2019

9:00a - 12:00p

Beratung South

eMoney 106 South Session

We are pleased to announce we are continuing our eMoney study group for advisors series with "eMoney 106" on Tuesday, April 23rd and Friday, April 26th.

 

May 23, 2019

4:30p - 7:30p

Club Leaf and Bean

Second Annual Cigar Smoker

Join us for an exclusive evening of socializing with fellow Financial Advisors at the exclusive Club Leaf and Bean. Spend time networking with other advisors while enjoying a cigar, drinks, bocce, dinner and brief talk about whiskey.

 

May 25, 2019

10:00a - 12:30p

Pittsburgh Glass Center

Spring Client Appreciation Event

Please join us for a tour of the Pittsburgh Glass Center, including a demonstration and class where you will make your own paperweight to take home with you!

Event Registration

Thank you!

Error processing your request. Please try again at a later time.