11 October, 2024
Women, Wealth, and What You Need to Know
Fort Pitt Financial Advisors Beth Lynch, CFP®, and Kaitlyn Haney, CFP®, discuss how to take charge of your finances. This webinar focuses on female business owners, professional women, and anyone looking to learn more about the following topics: Choosing the right retirement plan Strategies for maximizing and claiming social security[...] Continue reading27 August, 2024
Money 101 Saving, Borrowing, and Wealth Building
You work hard for your money. So, make your money work hard for you. Join Fort Pitt Financial Advisors Chris Chaney, CEPA, and Paul Brahan, CFP®, CRPC™ 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,[...] Continue reading13 June, 2024
Smart Inheritance: How to Keep Wealth in the Family
Fort Pitt’s Financial Advisors, Daryl Patten and Skylar Riddle, CFP® host guest speaker Ken Ventresca to discuss financial planning for multiple generations. The presentation covers: Structuring your family’s wealth plan Preserving assets for the next generation Minimizing taxes Financial literacy for the next generation And[...] Continue reading9 May, 2024
What Happens to Your Money When You Die
Fort Pitt’s Financial Advisors, Daryl Patten and Cory Phillips, CFP®, CRPC™ host Ken Ventresca to discuss the realities of what happens to your money when you die. The presentation covers: What happens to investment accounts when someone dies without a will? What happens to their debt? To whom should you make the first call to[...] Continue reading21 March, 2024