Making a Lasting Impact Through Charitable Giving

    Fort Pitt Capital Group Financial Advisors Chris Chaney, CEPA, and Roman Day explain the benefits of charitable giving and share tips to maximize your donations. They discuss various topics such as: Tax-efficient donation methods Ways to make an impact beyond sending money Qualified charitable distribution strategies for RMDs Donor[...] Continue reading

Electionomics

    Fort Pitt’s Financial Advisor, David Plante, CFP®, hosts a panel of economic analysts and political experts to conduct a nonpartisan discussion about the impact of elections on financial markets. They will answer questions about the following topics: How policies impact different business sectors How the philosophies of each party can[...] Continue reading

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 reading

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 reading

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 reading