Register for an Upcoming Webinar
|Accelerating Past COVID: From Owning a Business to Owning Your Future Fort Pitt Capital Group’s Chris Chaney, a Certified Exit Planning Advisor, is hosting the webinar, "Accelerating Past COVID: from Owning a Business to Owning Your Future," featuring advice from tax and estate lawyers from Dentons Cohen & Grigsby as well as Retirement Plan Services Director Nathan Boxx. We will cover planning a pathway to successful exit & succession strategies that consider:|
•The business itself
Chris Chaney is a Certified Exit Planner, specially trained to create plans for business owners that will address their business, financial, and personal challenges and provide them with a clear path to an optimal outcome.
Nathan Boxx, AIF®, CFP®: As the Director of Retirement Plan Services at Fort Pitt Capital, Nathan helps our retirement plan sponsors meet their fiduciary obligations and their participants achieve retirement goals.
Eric Pfeil is a Shareholder within Dentons Cohen & Grigsby’s Trusts, Estates, and Wealth Preservation Group, and concentrates his practice on estate planning, probate law, family business planning, and taxation related to estates and gifts. He also has a focus on Corporate and Tax.
Mike Silverman is a Shareholder of Dentons Cohen & Grigsby, and his Corporate practice encompasses a broad range of matters, including recapitalizations, mergers, acquisitions, and divestitures, structuring captive insurance companies, and private equity capital transactions. Mike has represented businesses and business owners, individual investors, universities, and institutional investors in these transactions. He also has significant experience in representing individuals and businesses in federal, state, and local tax audits. In addition, Mike serves as general corporate counsel for local, regional, and national privately-held businesses in a wide variety of industries, including manufacturing, energy, defense, chemicals, real estate, software, construction, and financial services.
|Apr 13, 2021M j, Y||12:00pm EDT2021-04-13T16:00:00Zg:ia T||1 hour||Register|
|Current Cyber Fraud Trends Hackers and those that commit cybercrimes are becoming more and more sophisticated. We understand the importance of protecting your family and financial assets from cybercrime and want to share the latest tips and tricks to keep you safe. In our next webinar, Fort Pitt Capital Group Advisor Daryl Patten has invited the leader of Fidelity’s Securities Services, Gary Rossi, to detail current cybercrime trends and actions you can take to reduce the risk of your information being compromised. This webinar will contain simple steps you can take today to mitigate your risks and better protect your financial assets by answering questions like:|
• Make Yourself a Difficult Target for Cybercriminals
• Your Digital Footprint- Understand and Protect It
• Protect Loved Ones from Elder Scams
• Keep Your Home Secure- People, Possessions, and Information
• Safe Traveling Tips
More about our presenter: Gary brings with him over 30 years of experience as a private sector and Law Enforcement security professional. He spent over 14 years in Federal law enforcement as a Special Agent with the FBI. Gary functioned as the Chief of the FBI’s Undercover & Sensitive Operations group and has extensive experience in financial and cyber fraud matters. His last 17 years have been spent in Fidelity’s Global Security Group and he now leads our Securities Services group which focuses exclusively on educating our clients on security threats and what can be done about them.
|Apr 21, 2021M j, Y||12:00pm EDT2021-04-21T16:00:00Zg:ia T||1 hour||Register|
|7 Steps to a Successful Financial Plan What’s your plan? Santo Liberto, Financial Advisor with Fort Pitt Capital Group, is hosting the webinar, "7 Steps to a Successful Financial Plan" with Financial Planning Specialist, Demetrius Kokales. They will share the 7 important steps needed for a holistic financial plan that can set you up to achieve your goals. Santo will also cover how these steps may differ during various life phases from wealth accumulation, to approaching retirement, and then during retirement. Register today for this May 6th educational webinar.||May 6, 2021M j, Y||12:00pm EDT2021-05-06T16:00:00Zg:ia T||1 hour||Register|
|Happy Healthy Dogs – From Adoption to Donations & All Things in Between Bryson Roof, Financial Advisor with Fort Pitt Capital Group, is hosting the webinar, "Happy Healthy Dogs– From Adoption to Donations & All Things in Between" with Amy B. Kaunas, Executive Director of the Humane Society of Harrisburg Area. They will discuss everything from the financial implications of dog ownership to ways to keep our furry friends healthy, plus frequently asked questions about adopting.||May 18, 2021M j, Y||12:00pm EDT2021-05-18T16:00:00Zg:ia T||1 hour||Register|