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September 2020

Employee Benefits | Student Loans (Sept. 30, 2020)

September 30, 2020 @ 9:00 am - 11:00 am
ZOOM

Registration: 8:45 am - Can Begin Entering Zoom Program: 9:00 am CE: Pending Fee:      FSP Members - No charge      Non-FSP members - $35.00 ***Fill in the form below and click submit.  You will then see the confirmation page with a button to pay the nonmember fee. 2020.2021 FSP Pittsburgh Charity  Greater Pittsburgh Food Bank - Click Here For More Info. ***After making your donation remember to return to this page to register for the program.  Thank…

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October 2020

12th Annual Financial “Four”um

October 28, 2020 - October 29, 2020

We are going virtual! The Financial “Four”um has been a premier event for financial professionals in Pittsburgh for 12 years. This year, the Pittsburgh Chapters of the Financial Planning Association, Estate Planning Council, Financial Service Professionals and NAIFA Pennsylvania are thrilled to announce that the 12th Annual Financial “Four”um will be a Virtual Conference held on October 28 from 12:30 – 5:00 and October 29 from 8:00 - 4.   Read more... Fees Agenda Speakers Register Partner Benefit Reference Guide  

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January 2021

Cybersecurity Challenges Facing Remote Financial Professionals

January 21, 2021 @ 9:00 am - 11:00 am
ZOOM

CLICK HERE TO REGISTER   IF YOU WOULD LIKE TO SPONSOR A CHAPTER MEETING CLICK HERE FOR COMPLETE SPONSORSHIP INFORMATION AND PRICING   Remember To Make A Donation To FSP Pittsburgh's 2020.2021 Charity Greater Pittsburgh Food Bank Click Here For Info. About The Charity After making your donation remember to return to this page to register for the program. Thank You For Donating!      

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February 2021

Reddit Market Mania – A Virtual Q&A Discussion With Investment Strategist, Michael Halloran CFA®

February 10, 2021 @ 12:00 pm - 1:00 pm

Can Not View Above Image Click Here   Speaker Bio.   event registration

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March 2021

March 4th Educational Program

March 4, 2021 @ 9:00 am - 11:00 am

Modern Qualified Plans & Tax Effects of CARES, SECURE & CAA Acts Can Not View Image Above Click Here   2 CE's Pending   Speaker Bios   Scott R. McHenry, FCA, MAAA, MSEA Consulting Actuary   Thomas M. Schneider, CPA Manager   CLICK HERE TO REGISTER  

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June 2021

Business Exit/Succession Planning Panel Discussion

June 3, 2021 @ 10:00 am - 12:00 pm
ZOOM

Virtual meeting with a panel discussion on Business Exit/Succession Planning.

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September 2021

Western Pennsylvania Insurance Symposium

September 2, 2021
Shannopin Country Club, 1 Windmere Rd
Pittsburgh, PA 15202 United States

                                  The Society for Financial Services Professionals-PA and NAIFA-PA have teamed up to offer up-to-date programming for Insurance professionals. Areas covered include Annuities, Disability, Life Insurance and Industry Updates. Insurance and CFP CE - Pending Agenda 7:00-8:00 Registration and Continental Breakfast 8:00-11:20 Sessions 11:20-1:00 pm Working Lunch 1:00-2:00 pm Final Session *Speakers to be Announced. Location Shannopin Country Club 1 Windmere Road Pittsburgh, PA…

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November 2021

Holiday Social 2021

November 1, 2021 @ 5:30 pm
Grist House Brewery, 10 E Sherman Street
Pittsburgh, PA 15209
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Grist House Craft Brewery  (map below) Networking Comradery Heavy appetizers Local craft beer ***Although there is no cost to attend, we suggest a $10 donation to our Chapter's 2021-2022 charity of choice, the local Pittsburgh Alzheimer's Association.  Click here to donate.   Event Registration Form Registration includes drink tickets and food  

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March 2022

Alternative Investments Cryptocurrencies and the Real Estate Sector

March 16 @ 8:00 am - 10:30 am
The Club at Nevillewood, 1000 Nevillewood Dr.
Presto, PA 15142 United States
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REGISTRATION IS CLOSED We look forward to seeing everyone tomorrow. The Club at Nevillewood Presenters   Michael J. Halloran, CFA® Investment Strategist Janney Montgomery Scott Click Here For Bio.   Steven Miller, CFA® Senior Consultant BNY Mellon Click Here For Bio   Registration and Breakfast 8:00am - 8:30am CE Pending   SPECIAL NOTE: Nonmembers please ensure you submit payment by clicking the PayPal link on the confirmation web page that will appear after you fill in the registration form.  Thank…

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May 2022

Business and Individual Dispute Resolution Panel Discussion

May 18 @ 8:00 am - 10:30 pm
Treesdale Golf & Country Club, 1 Arnold Palmer Dr.
Gibsonia, PA 15044 United States
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AAA   Program Title   Mediation & Conflict Resolution Work!   PANELISTS   Moderator Julie Herzog, CPA/ABV ®, CFE BDO Manager - Forensic Investigation & Litigation Services Click Here For Bio   Bernhard Behrend Behrend Mediation Services Click Here For Bio   Sally Griffith Cimini Partner - Mediator/Early Neutral/Evaluator/Arbitrator Leech Tishman Fuscaldo & Lampl, LLC Click Here For Bio   Brenda Harris, MS, MA Engagement and Mediation Director Just Mediation Pittsburgh Click Here For Bio   Selina J. Shultz, Esq., LL.M.…

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