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

Pitaland Parker PGH Diner Las Palmas Taco Stand

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}