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November 1, 2018 @ 8:30 am - 5:00 pm

Join us at the Financial “Four”um – the premiere event for financial planning and services professionals in greater Pittsburgh and western Pennsylvania. The Wyndham Grand Pittsburgh Downtown is where the most successful financial planners in the area, and the elite in the industry, will be on Thursday, November 1 from 8:30 AM to 5 PM.

Besides networking with old friends and reaching out to meet new ones, attendees will be hearing and learning from some of the best speakers in the profession from around the United States.


7:15 am – Registration and Continental Breakfast

8:20 am – Welcome and Announcements

8:30 am – General Session: All Things Financial with Tyler Mathisen

9:30 am – Refreshment Break with Exhibits

9:55 am – Breakout Sessions I

11:00 am – Breakout Sessions II

12:00 pm – Lunch and Panel Discussion

1:00 pm – Dessert and Exhibits

1:20 pm – General Session: Best Practices for Retirement Income

2:20 pm – Refreshment Break and Exhibits

2:45 pm – Breakout Sessions III

3:55 pm – General Session: Long Term Care Case Study (continuation from lunch session)

5:00 pm – Door Prizes and Celebration Happy Hour


To register and for additional information including the full agenda and speaker information, click the link below:


November 1, 2018
8:30 am - 5:00 pm
Event Category:


Multiple Speakers


Wyndham Grand Pittsburgh Downtown
600 Commonwealth Place
Pittsburgh, PA 15222 United States
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