Should I Sell My Business

  Join 3 Rivers Capital’s Managing Partner, Rob Carskadden, and Fort Pitt’s Financial Advisor and Certified Exit Planning Advisor, Chris Chaney, as they discuss the financial, emotional, and social issues you need to address when selling your business. They will cover a range of considerations, including: Reasons to sell Reasons not to sell[...] Continue reading

How to Hire or Change an Advisor

  Join Fort Pitt Capital Group’s Financial Advisors Cory Phillips, CFP®, CRPC™ and Bill Engel, CFP® as they discuss the process of hiring or changing a financial advisor. Cory and Bill will cover frequently asked questions such as: Which advisor is right for me? When should I hire or change an advisor? What questions should I ask a financial[...] Continue reading

Secure Act 2.0 What Plan Sponsors Need to Know Now

Join Fort Pitt Capital Group’s retirement plan services advisor Nathan Boxx, CFP®, along with Faegre Drinker Biddle & Reath LLP partner Brad Campbell, as they cover what Plan Sponsors need to know about Secure Act 2.0. They will highlight and discuss essential points such as: Automatic Enrollment for all new plans Increased tax incentives for small[...] Continue reading

Tax Savings Tips and Strategies

Join Fort Pitt’s Financial Advisor, Beth Lynch, CFP,  and Pamela Swarmer, CPA, as they provide tax-saving tips and strategies for the new year. They will cover various tax planning strategies, including: Accelerating deductions Retirement contributions Charitable Giving And more! *Content is provided for educational purposes[...] Continue reading

Partial Retirement to Fully Retired: How to Plan Your Next Chapter

Join Fort Pitt Capital Group Financial Advisor Beth Lynch, CFP®, and Human Resource Director Kate Shirk, PHR®, SHRM-CP®, ICP-AHR, as they discuss retirement, phasing options to ease in, and how to plan for them. They will cover topics and questions such as: • What are the various stages of retirement? • How much do you need to retire? • How does partial[...] Continue reading