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!