Featured Professional Series

Receive the latest information on specific topics from trusted professionals! Check our Events & Webinars page for Upcoming Webinars and to Register.

Understanding Title Insurance

Featuring Dan Gustine, Associate Attorney at Peacock Keller

Webinar

Taking the Confusion Out of Medicare

Featuring Nancy Glicksman, Owner & Benefits Specialist at Blue Peak Insurance

Recording available upon request only. Please email info@steinwealth.com.

Post-Pandemic Travel & How to Plan

Featuring Carrie Durko, Travel Agent with Ooh La La Travel

Resources & Links

Webinar

The Current Real Estate Market

Featuring Jackie von Thun, Realtor with Realty ONE Group Gold Standard

Webinar

Pet Priorities: Financial Impact of Owning a Pet

Featuring:

Dr. Erin Deliere, Veterinarian

Kelly Proudfit, Executive Director at the Washington Area Humane Society

Taylor Duda, Assistant Director of Community Engagement at the Washington Area Humane Society

Read Bios

Webinar

Protecting Your Privacy and Data in Today's Digital Age

Featuring Sarah Brelowski, former IT Auditor and IT Security & Data Privacy Manager

Webinar

Money and the Psychological Mind

Featuring Dr. Mary Berge, Dr. Mary Berge & Associates

Webinar

Preplanning Burial & Funeral Decisions A very important part of yourestate planning

Featuring Jim Hillen, Consumers Choice Funeral Plan Agent serving the Diocesan & Parish Cemeteries of Allegheny & Washington Counties

Webinar

Senior Living & Financially Planning For It

Featuring Ben Meyer, CSA (Certified Senior Advisor) with Oasis Senior Advisors South Hills

Webinar

Picturing Your Personal Philanthropy

Featuring Kate McKenzie, Assistant Director of Development at The Pittsburgh Foundation

Webinar

Possible Tax Law Changes Based on the Election Results; What You Need to Know to Prepare Yourself

Featuring Derek Smith, CPA & Shareholder at Markovitz Dugan & Associates

Webinar

Investing in Precious Metals

Featuring Kenny Duncan, Owner, U.S. Coins & Jewelry with Josh Stein, Partner, Financial Advisor & Joe Piszczor, Financial Advisor

Webinar

Strategies to Efficiently Manage Your Taxes

Featuring Joshua Jones, Owner, CPA, BeanCounters Tax & Accounting Services with Josh Stein, Partner, Financial Advisor

Webinar

Planning for the Financial Impact of Caring for a Loved One

Featuring Christine Brown Murphy, Partner at Zacharia Brown with Melissa Stein, Partner & Financial Advisor

Webinar Part 1

Webinar Part 2

Evaluating your Auto, Home & Liability Insurance

Featuring Megan Chicone, Owner of Megan Chicone - State Farm Insurance Agency with Melissa Stein, Partner & Financial Advisor

Webinar

2020 Social Security - Women Preparing for Retirement

Featuring Karen Ireland with MFS Investment Management

Download Presentation

Webinar

Estate Planning

Featuring Tracy Zihmer of Zihmer Law Firm

Download Presentation

Webinar

Special Market Update

Andrew Opdyke, Economist at First Trust

Webinar

Special Market Update

Featuring Kurt Carlson with MFS Investment Management

Webinar Part 1

Webinar Part 2

Webinar Part 3

Raising Financially Aware Kids

Hosted by American Century featuring Megan Ekleberry & Jen Mulrooney

Download Presentation

Webinar