Upcoming Events

• Benefits of Donating Complex Assets to Charity and Charitable Planning 101

  Benefits of Donating Complex Assets to Charity Presented by Michael Hoffman, Senior Relationship Strategist, PNC Wealth Management Donating different types of illiquid assets to charity through a donor advised fund requires diligence and a strong partnership with a donor advised … Continue reading →
  Date and Time:March 27 @ 8:30 am Speaker:Michael Hoffman, PNC and Nicole Phatak, Esquire, Senior Counsel, Cohen & Grigsby, P.C. Location:American Cancer Society, Inc.

• Protecting the Business Money Machine

  This presentation will cover where we are in the Disability Income market today and how we got here. Then we will discuss the benefits and contract features of today’s policy. Tom will talk about the Businessowner market and products/policies to … Continue reading →
  Date and Time:May 22 @ 8:30 am Speaker:Thomas Petsche, Sr, CLU,ChFC, RHU, DIF, DIA Location:Shannopin Country Club

• Estate Planning for the Young and Old

  Date and Time:September 25 @ 8:30 am Speaker: Location: