Broker Check

724-260-0491

Featured Professional Series

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

Senior Living & Financially Planning For It

Senior Living & Financially Planning For It

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

Webinar
Picturing Your Personal Philanthropy

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

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

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

Strategies to Efficiently Manage Your Taxes

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

Webinar
Taking the Confusion Out of Medicare

Taking the Confusion Out of Medicare

Featuring Nancy Glicksman, Owner & Benefits Specialist at Blue Peak Insurance with Melissa Stein, Partner & Financial Advisor

Webinar
Planning for the Financial Impact of Caring for a Loved One

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

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

2020 Social Security - Women Preparing for Retirement

Featuring Karen Ireland with MFS Investment Management

Download Presentation

Webinar
Estate Planning

Estate Planning

Featuring Tracy Zihmer of Zihmer Law Firm

Download Presentation

Webinar
Special Market Update

Special Market Update

Andrew Opdyke, Economist at First Trust

Webinar
Special Market Update

Special Market Update

Featuring Kurt Carlson with MFS Investment Management

Webinar Part 1

Webinar Part 2

Webinar Part 3
Raising Financially Aware Kids

Raising Financially Aware Kids

Hosted by American Century featuring Megan Ekleberry & Jen Mulrooney

Download Presentation

Webinar