Smart Inheritance: How to Keep Wealth in the FamilyJoin Fort Pitt’s Financial Advisors, Daryl Patten and Skylar Riddle, CFP® as they host guest speaker Ken Ventresca to discuss financial planning for multiple generations. The presentation will cover:
• Structuring your family’s wealth plan
• Preserving assets for the next generation
• Minimizing taxes
• Financial literacy for the next generation
Money 101: Saving, Borrowing, & Wealth BuildingYou work hard for your money. So, make your money work hard for you. Join Fort Pitt Financial Advisors Chris Chaney, CEPA, and Emily Franco, CFP as they create a guide to money, offering a comprehensive overview of building wealth, covering the following key areas:
- Understanding assets from cash to stocks and bonds
- Smart spending
- Strategic borrowing, saving, & investing
- Navigating market volatility
- When to seek an advisor
Chris and Emily will highlight the importance of maximizing assets through strategic investing while minimizing debt and borrowing wisely.