Broker Check


We love educating our clients.  It helps to improve communication and outcomes.  Aside from one-on-one consultations we produce in-depth articles, send out short email tips and host educational events.  Below is our upcoming events calendar.  If you would like to attend please click on the link and save your spot.  We look forward to seeing you soon.       


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 11, 2023

2:00p - 4:00p

Isabellas Taverna and Tapas

March 23, 2019

1:00p - 3:00p

Primanti Brothers

IRAs and IPAs - Optimize your retirement

This workshop is designed to review Personal and Employer Retirement Plan options and how to make them work for you. The information will relate to financial planning, investments, and insurance. We’ll help you while you help yourself to a taste of Pittsburgh.

Event Registration

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