Register for an Upcoming Webinar
|What Happens to Your Money When You Die?
Fort Pitt Capital Group's Skylar Riddle, CFP®, and founding partner Michael Blehar will discuss the realities of what happens to your money when you die. We welcome you to send us your questions and participate in a fireside chat-style webinar to both demystify and open your eyes to the reality of transferring assets and debt after death.|
The pair will discuss frequently asked questions like:
• What happens to investment accounts when someone dies without a will?
o Jointly owned and sole owned?
• What happens to their debt?
• To whom should you make the first call to figure it all out?
• What is a payable on death account?
• How are different accounts taxed?
• How soon do my heirs have access to the money?
• Will having my assets in trust save taxes?
• Do my investments need to be sold before transferring to my heirs?
• How do my heirs pay death taxes?
• Should I make any changes now with potential inheritance tax changes looming?
• What if my heirs are not good with finances?
• Who can explain my estate plan to my family?
• Does my will avoid probate?
Plus more questions, asked by you and the rest of the audience.
|Jun 29, 2021M j, Y||12:00pm EDT2021-06-29T16:00:00Zg:ia T||1 hour||Register|
|Webinar for CPA's - Top IRA Planning Mistakes to Avoid
Fort Pitt Capital Group presents a Continuing Professional Education (CPE) credit offering for Certified Public Accountants. Learn how to make the most of your IRA so you can stay the course on the road to retirement.|
This free webinar worth 1 CPE credit will be presented by Doug Orton, CRPC®, Business Development Consultant with MFS Investment Management®. Certificates of completion and credit submission to be handled by MFS.
Fort Pitt utilizes the products offered by MFS when investing on behalf of its clients. Such investments are made only after comprehensive due diligence by Fort Pitt’s portfolio management team.
|Jun 30, 2021M j, Y||12:00pm EDT2021-06-30T16:00:00Zg:ia T||1 hour||Register|
|Maximizing Value: The Key to Your Best Exit
As a business owner, you’re proud of the results you’ve achieved. When it comes to the value of your business, your future is critical. |
That’s why your growth potential is one of eight key factors that drive the value of your business. Join us on Wednesday, July 21 at 11:30 am ET as we discuss how key growth drivers and value enhancement planning are essential to maximizing your company’s value . . . and the maximum value is the source of more and better options for a successful exit.
Chris Chaney, Certified Exit Planning Advisor and Vice President at Fort Pitt Capital Group; Nathan Boxx, AIR®, CFP®, and Director of Retirement Plan Services at Fort Pitt Capital Group; Mike Silverman, Shareholder of Dentons Cohen & Grigsby; and Laurie Barkman, Business Growth and Transition Advisor, Host of Succession Stories Podcast, and CEO of SmallDotBig are collaborating to create coordinated strategies that help business owners develop successful exit plans.
(Please note that the achievement of any professional designation should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if Fort Pitt is engaged, or continues to be engaged, to provide investment advisory services.)
|Jul 21, 2021M j, Y||11:30am EDT2021-07-21T15:30:00Zg:ia T||1 hour||Register|
|College Savings Plans
New mother and Fort Pitt Capital Group Financial Advisor Emily P. Franco, CFP®, will discuss frequently asked client questions about 529 and other college savings plans with Lead Advisor and father of two college students, Brad Newman. ||Jul 28, 2021M j, Y||12:00pm EDT2021-07-28T16:00:00Zg:ia T||1 hour||Register|