Broker Check

Past Events

We host several events throughout the year.

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 eMoney and Redtail systems

Our Past Client Appreciation Events 

  • Walking food tour of Brookline with 'Burgh Bits & Bites Food Tours Saturday, October, 20th 2018

Pitaland Parker PGH Diner Las Palmas Taco Stand

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Our Past Client Educational Seminars

  • Introduction to Estate Planning & The Basics of Estate Administration by Philip Goldblum, May 25th, 2017
  • Planning for Health Care Costs by Carlo Cordasco, August 13th, 2018

 


Our Past Cigar Smoker Financial Advisor Networking Event 

  • First Annual Cigar Smoker at Club Leaf and Bean Thursday, May 24th 2018

    

Our Past eMoney Trainings for Financial Advisors

  • eMoney Introduction August 11th, 2017 Monroeville 
  • eMoney Introduction August 18th, 2017 Greentree
  • eMoney Introduction August 25th, 2017 Washington
  • eMoney Introduction September 19th, 2017 Erie 
  • eMoney Forum October 27th, 2017 Monroeville 
  • eMoney 101 October 27th, 2017 Monroeville 
  • eMoney 102 March 22nd, 2018 Beratung South
  • eMoney 103 "Advanced Techniques"  June 26th, 2018 Beratung East
  • eMoney 103 "Advanced Techniques"  June 28th, 2018  Beratung South
  • eMoney 101 June 19th, 2018 Erie
  • eMoney 101 November 27th, 2018 Greentree

 


Waddell & Reed is not affiliated with any other entities referenced.  11/18