Featured Professional Series
Receive the latest information on specific topics from trusted professionals! Check our Events & Webinars page for Upcoming Webinars and to Register.
Investing Your Administrative Reserve: Considerations for Non-Profits
Featuring SWA Advisor, Joe Piszczor
Hosted by the Washington County Community Foundation
Understanding Title Insurance
Featuring Dan Gustine, Associate Attorney at Peacock Keller
Yearend Tax Planning Tips
Featuring Derek Smith, CPA & Partner at BodinePerry
Your Work Life in 2022
Featuring Rachel K. Lozosky, Esquire, Partner at Peacock Keller, LLP
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
The Current Real Estate Market
Featuring Jackie von Thun, Realtor with Realty ONE Group Gold Standard
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
Protecting Your Privacy and Data in Today's Digital Age
Featuring Sarah Brelowski, former IT Auditor & IT Security & Data Privacy Manager
Money and the Psychological Mind
Featuring Dr. Mary Berge of Dr. Mary Berge & Associates
Preplanning Burial & Funeral Decisions
Featuring Jim Hillen, Consumers Choice Funeral Plan Agent serving the Diocesan & Parish Cemeteries of Allegheny & Washington Counties
Senior Living & Financially Planning For It
Featuring Ben Meyer, Senior Living Advisor, CSA (Certified Senior Advisor) at 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
Investing in Precious Metals
Featuring Kenny Duncan, Owner, U.S. Coins & Jewelry
Strategies to Efficiently Manage Your Taxes
Featuring Joshua Jones, Owner, CPA BeanCounters Tax & Accounting Services
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
Estate Planning
Featuring Tracy Zihmer of Zihmer Law Firm
Special Market Update
Andrew Opdyke, Economist at First Trust
Special Market Update
Raising Financially Aware Kids
Hosted by American Century featuring Megan Ekleberry & Jen Mulrooney