Charitable Gifting Strategies with Ronald McDonald House Charities

Join Fort Pitt Capital Group Financial Advisors Brad Newman, CFP® and Emily Sippel, CFP® as they discuss various charitable gifting strategies, including: Tax-efficient donation methods Ways to make an impact beyond sending money Qualified charitable distribution strategies for RMDs Donor advised funds Charitable trust and estate plans Setting up[...] Continue reading
11 November, 2022

How to Ace All 4 Life Stages of Financial Planning Part 2: Pre-Retirement & Retirement

Join Fort Pitt Capital Group’s Financial Advisor Skylar H. Riddle, CFP®, as he discusses Financial Planning stages: Pre-Retirement Retirement Focusing on investors with over $250,000 in investments, Skylar will explain: How and when to hire an advisor Developing a coordinated/integrated financial plan Planning to retirement Planning through[...] Continue reading
17 October, 2022

How to Ace All 4 Life Stages of Financial Planning Part 1: Getting Started & Building Wealth

Join Fort Pitt Capital Group’s Financial Advisor Cory Phillips, CRPC®, as he discusses the first two stages of Financial Planning: Getting Started Building Wealth From just starting out to growing your saving into the six figures, Cory will provide tips and insights on: Understanding your personal and financial circumstances Setting Goals[...] Continue reading
13 October, 2022

Is an ESOP right for your business?

Click Here to Request a consultation about an ESOP for your Business Section 1. ESOP Overview By Doug Ellis Important ESOP Numbers: There are roughly 6,500 ESOPs covering more than 14 million participants Publix Super Markets Black & Veatch Jasper Engines & Transmissions 57% of ESOPs are in S corporations Industries of ESOP[...] Continue reading
22 September, 2022

How to Use Insurance to Protect Your Family’s Financial Future

Join Fort Pitt Capital Group for a Life Insurance Awareness Month webinar. Fort Pitt’s Financial Advisor, Chuck Mattiucci, and guest speaker Edward Powell will break down the basics of life insurance and provide insight into who needs it, how much is needed, and more. From Term Life Insurance to Variable and everything in between, Edward and Chuck will simplify[...] Continue reading
16 September, 2022

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