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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

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

Webinar Part 1

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

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Estate Planning

Featuring Tracy Zihmer of Zihmer Law Firm

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Special Market Update

Andrew Opdyke, Economist at First Trust

Special Market Update

Featuring Kurt Carlson with MFS Investment Management

Webinar Part 1

Webinar Part 2

Raising Financially Aware Kids

Hosted by American Century featuring Megan Ekleberry & Jen Mulrooney

Download Presentation