19 May, 2021
Owning a Business to Owning Your Future Webinar
Fort Pitt Capital Group’s Chris Chaney, a Certified Exit Planning Advisor, is hosting the webinar, "Accelerating Past COVID: from Owning a Business to Owning Your Future," featuring advice from tax and estate lawyers from Dentons Cohen & Grigsby as well as Retirement Plan Services Director Nathan Boxx. We will cover planning a pathway to successful exit &[...] Continue reading16 April, 2021
Savvy Social Security Planning: Basic Rules and Claiming Strategies With Beth Lynch
Beth Lynch, CFP® Financial Advisor at Fort Pitt Capital Group covers social security planning basic rules and common questions. Basic Rules: Rule #1: Monthly Benefits Rise With Claiming Age Rule #2: Your Spouse May Be Able to Claim Benefits on Your Earnings Record Rule #3: A Divorced Person May Be Able to Receive Spousal Benefits Based on an Ex-Spouse's[...] Continue reading2 November, 2020
Webinar: Impact of COVID 19 on Healthcare Costs
Healthcare costs can be complex, and COVID 19 has created further confusion about changes to costs and the impact of the pandemic on healthcare. We hosted a webinar to address important questions and topics with Jason Seltzer from Engle-Hambright & Davies, INC (EHD) including the evolution of voluntary benefits, remote work and solutions for administering benefits and[...] Continue reading7 October, 2020
Webinar: How to Protect Your Stuff in 3 Easy Steps
You don’t need an estate and billions of dollars to need a will. No matter what your situation is, someone will need to handle your financial affairs after you die and taking care of some basics now will help ensure that your assets are protected later. Bryson Roof will walk you through how you can protect your stuff in just three easy steps with Jeffrey R. Bellomo,[...] Continue reading5 October, 2020