Webinar

Business Exit Planning – Your Strategic Path to a Successful Transition

Every business owner will exit their business someday. The question is: will it be on your terms? A well-crafted business exit plan is essential to maximize value, ensure a smooth transition, and secure your financial future. In this essential webinar on Business Exit Planning, we will cover:   Why Plan Your Exit Now: Understand the benefits of[...] Continue reading

Navigating the Market: Trends, Tactics & Timing for Your Financial Strategy

Are you seeking clarity amid today's dynamic financial markets? Join Fort Pitt Capital Group's Chris Barto and Matt Villers for a timely, engaging discussion on current market conditions and how our experts navigate recent developments to seek protection and grow client wealth. This interactive session will offer actionable insights into:   Investor[...] Continue reading

Unleash Your 401(k)’s Full Power: Maximize Your Retirement Wealth

Are you truly maximizing your 401(k) to build the robust financial future you deserve? Often your most powerful retirement savings tool, your 401(k) offers incredible tax advantages and the potential for explosive long-term growth. Yet, navigating its complexities can feel overwhelming. Join us for an eye-opening webinar that will demystify your 401(k) and empower you[...] Continue reading

Unlock Hidden Income from Your Investments

Are you sitting on substantial stock or mutual fund positions, but are hesitant to sell due to the fear of capital gains taxes? What if you could generate significant cash flow from those very same investments, all while helping you maintain ownership of these assets? Discover how a sophisticated options strategy can turn concentrated holdings into a powerful income[...] Continue reading

All About Medicare

Fort Pitt Financial Advisors’ Brad Newman, CFP®, and David Plante, CFP®, welcome Medicare Benefits Consultant Scott Dardick for a discussion on Medicare basics and how they fit into a comprehensive financial planning strategy. This discussion will cover:    An overview of Medicare basics The differences between Medigap supplement and Advantage[...] Continue reading