2018 Client Appreciation Event: Market Outlook & Company Happenings

For those who were unable to attend our annual client appreciation event, we’d like to share three video segments to recap the presentation. During this year’s event, we reflected on some of the big changes and updates we’ve seen at the firm,  including the addition of seven new employees and Fort Pitt’s sponsorship of the Vetrepreneur of the Year Award. Additionally, Charlie Smith shared a recap of 2017 and what’s ahead for the markets in 2018. Finally, we held a panel with Charlie Smith, Jay Sommariva and Denny Baish to answer the top four questions we received from our clients, before opening up the floor to questions.

Nathan Boxx, Bradley Newman, Jason Seltzer

Impact of COVID 19 on Healthcare Costs

Wed, Oct 14, 2020 12:30 PM – 1:30 PM EDT

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Savvy Social Security Planning: Basic Rules and Claiming Strategies

Thu, Oct 15, 2020 12:30 PM – 1:30 PM EDT

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