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September 2019

Estate Planning for Younger Couples / Individuals and Estate Planning for Retirees

September 25 @ 8:30 am - 11:00 am
Southpointe Golf Club, 360 Southpointe Blvd
Canonsburg, PA 15317 United States
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Our panelists will discuss two important topics and their experiences with each. The first hour will address Estate Planning for Younger Couples and Individuals. The panelists will provide an overview of the documents to look out for, the provisions to be included in a client’s estate planning documents and some pitfalls that occur when planning for this demographic.  The same issues will be covered in the second hour, but instead will be focused on retirees. The panelists for this program…

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October 2019

11th Annual Financial “Four”um

October 30 @ 8:00 am - 5:00 pm
Doubletree Cranberry, 910 Sheraton Drive
Mars, PA 16046 United States
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Speakers and Sponsors are wanted! To sponsor the 11th Annual Financial "Four"um, click here! To submit a proposal to present, click here!

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