Senior Living & Financially Planning For It
Featuring Ben Meyer, CSA (Certified Senior Advisor) with Oasis Senior Advisors South Hills
Picturing Your Personal Philanthropy
Featuring Kate McKenzie, Assistant Director of Development at The Pittsburgh Foundation
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
Strategies to Efficiently Manage Your Taxes
Featuring Joshua Jones, Owner, CPA, BeanCounters Tax & Accounting Services with Josh Stein, Partner, Financial Advisor
Taking the Confusion Out of Medicare
Featuring Nancy Glicksman, Owner & Benefits Specialist at Blue Peak Insurance with Melissa Stein, Partner & Financial Advisor
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
Evaluating your Auto, Home & Liability Insurance
Featuring Megan Chicone, Owner of Megan Chicone - State Farm Insurance Agency with Melissa Stein, Partner & Financial Advisor
2020 Social Security - Women Preparing for Retirement
Featuring Karen Ireland with MFS Investment Management
