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
- Gateway Clipper Fleet Dinner Cruise Thursday, October 3rd 2019
- Glass Blowing Workshop at Pittsburgh Glass Center Saturday, May 25th, 2019
- Walking food tour of Brookline with 'Burgh Bits & Bites Food Tours Saturday, October, 20th 2018
- Italian Cooking Class at Instituto Mondo Italiano Friday, May 25th, 2018
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- Learn to brew beer at Copper Kettle Brewing Friday, August 25, 2017
- Walking food tour of Lawrenceville with 'Burgh Bits & Bites Food Tours Saturday, May 13, 2017
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
- Second Annual Cigar Smoker at Club Leaf and Bean Thursday, May 23rd 2019
- First Annual Cigar Smoker at Club Leaf and Bean Thursday, May 24th 2018
Our Past eMoney Training 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
- eMoney 104 "Prospect and Introduction Meeting" October 16th 2018 Beratung East
- eMoney 104 "Prospect and Introduction Meeting" October 18th 2018 Beratung South
- eMoney 105 "Advanced Techniques Part II" January 22nd 2019 Beratung East
- eMoney 105 "Advanced Techniques Part II" January 24th 2019 Beratung South
- eMoney 105 "Presenting to a Client" April 22nd 2019 Beratung East
- eMoney 106 "Presenting to a Client" April 26th 2019 Beratung South
- eMoney Best Practices June, 24th 2019 Greentree
Waddell & Reed is not affiliated with any other entities referenced. 10/19