Women, Wealth, and What You Need to Know Join Fort Pitt Financial Advisors Beth Lynch, CFP®, and Kaitlyn Haney, CFP®, as they discuss how to take charge of your finances. This webinar will focus 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
- Long-term care planning
When to Hire (or Fire) an AdvisorJoin Michael Blehar and Richard Roberto, CFP®, as they discuss the process of hiring or changing a financial advisor. They will cover frequently asked questions such as:
- Which advisor is right for me?
- When should I hire or change an advisor?
- What questions should I ask a financial advisor?
- What does the investment process look like?
- What does Fort Pitt’s client process look like?