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October 2017

Lunch Meeting: “Social Media Marketing + Your Business”

October 17, 2017 @ 11:30 am - 1:00 pm
Duquesne Club, 325 Sixth Avenue PA 15222 United States + Google Map

KICK-OFF LUNCH MEETING FOR FSP YEAR! Presented by: Jared Roberts – President, Right Brain + Left Brain www.rightbraining.com Corporate use of Social Media is no different from any other marketing project or strategic initiative. Like all projects, it needs to align with the objectives of your company. We frequently hear that companies know they should be on Facebook, but they aren’t always sure why. This session will provide a starting point for understanding what resources are available and how they can…

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February 2018

Tax Reform or Tax Calamity? A Closer Look into the Tax Cuts and Jobs Act

February 21, 2018 @ 8:30 am - 11:00 am
Grand Concourse Restaurant, 100 West Station Square Drive
Pittsburgh, PA 15219 United States
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Register Here! GYF Tax Partners, Bob Grossman and Don Johnston, will break down the new tax reform legislation. They will discuss how the changes affect individuals/families, businesses, pass-through entities, exempt organizations and qualified retirement plans. They will also talk about the changes made related to international taxation and other miscellaneous provisions contained in the legislation. Robert J. Grossman, CPA/ABV, ASA, CVA, CBA Bob heads our firm’s Tax and Business Valuation Groups. He has over 35 years of experience in tax…

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March 2018

Estate, Insurance, and Charitable Planning following the 2017 Enactment of the Tax Cuts and Jobs Act of 2017

March 20, 2018 @ 12:00 pm - 1:00 pm
American Cancer Society, 320 Bilmar Drive
Pittsburgh, PA 15205 United States
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Program Overview The 2017 Tax Cuts and Jobs Act will have a dramatic effect on both estate and insurance planning for 2018 - and at least through 2025 - because of the increase in transfer tax exemptions and the lowering of the corporate and pass-through income tax rates.  The increase in estate tax exemptions will mean that many insurance policies purchased to “pay” the estate tax may no longer be needed for that purpose (as long as death occurs before 2026) and many structures used…

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April 2018

April 25 Program

April 25, 2018 @ 8:30 am - 11:30 am
Providence Point, 500 Providence Point Blvd
Pittsburgh, PA 15243 United States
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REGISTER HERE 9- 10 am - "Understanding FINRA's New Elder Abuse Rule and Your Responsibilities" presented by Gail Buckner, CFP®, CRPS, AIF, Vice President, Franklin Templeton Investments 10 - 11 am - "Long Term Care Basics" presented by Patricia Hanson, MS, CLCP-Aging Life Care Professional, Managing Director, IKOR of Western Pensylvania 11 am - Tours of Providence Point 9 - 10 am - Elder financial abuse is a serious and growing problem. New FINRA rules impose new responsibilities as well…

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September 2018

Breakfast Meeting

September 26, 2018 @ 8:30 am - 11:00 am
McCormick & Schmick’s Restaurant-Downtown, Piatt Place, 301 Fifth Avenue
Pittsburgh, PA 15222
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8:30 - Breakfast and networking 9:00 - 10 am Forensic Accounting Analysis Considerations Presented by: James A. Carroll, CPA/CFF, CFE, CRMA, MBA, MS - Manager - Dispute Advisory Services Corporate clients often find themselves in situations where they need to conduct an internal investigation of an employee or management as a whole.  Clients finding themselves in these crisis situations often ask, in today’s legal environment, the steps needed to investigate. This session will use case studies on internal investigations to…

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November 2018


November 1, 2018 @ 8:30 am - 5:00 pm
Wyndham Grand Pittsburgh Downtown, 600 Commonwealth Place
Pittsburgh, PA 15222 United States
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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…

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March 2019

March – June 2019 Membership Special – Join Now for 30% Off!

March 1 - June 30

A special offer to financial professionals in Pittsburgh that provides for a 30% discount off of your FSP National Dues. Step 1 – select a payment option below: Annual – one time payment Monthly auto-renew (12 monthly installments)

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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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