Designing a Life and Legacy Through Intentional Planning

This seminar offers a clear, practical approach to managing your financial life with intention and confidence. You’ll learn how to make decisions that truly reflect your values and long-term goals, creating a roadmap for the future you want to build.

Participants will explore key areas, including:

  • Defining what matters most and why – Gain clarity on your priorities and what truly drives your decisions.
  • Aligning your ‘why’ with a financial strategy – Align your plan with your values and long-term vision.
  • Investing with purpose and intention – Learn how to invest in a way that aligns with your goals, not just market trends.
  • Consolidating your financial life for clarity – Bring everything together for a more organized, confident approach.

October 7 at Pittsburgh Marriott North

Pittsburgh Marriott North
100 Cranberry Woods Dr, Cranberry Township, PA 16066
6:45 PM – Arrival and refreshments
7:00-7:45 PM – Presentation

After the presentation, stay and enjoy cocktails and hors d’oeuvres.

SAVE YOUR SEAT

Meet the Presenter:
Greg Weimer, CEO
Confluence Financial Partners

At the core of his personal and professional life, Greg is passionate about helping individuals and families maximize their lives and legacies. His dedication to this mission shines through as an individual, wealth manager, and leader.

With decades of experience in guiding clients’ wealth and nurturing the growth of individuals and families, Greg’s journey began in 1986 as a financial advisor. Greg went on to American Funds Distributors in 1993, where he became senior vice president and served on the Board of Directors. Recognized for his ingenuity, Greg earned American Funds’ Daniel C. Brown award for creativity and was a two-time winner of its Graham Holloway award, given to an associate who exemplifies the company’s core values.

Greg attended the University of Pittsburgh and earned a business degree with a concentration in computer science and mathematics.

Greg is passionate about giving back and making an impact on causes close to his and his family’s hearts. He is currently the Vice-Chair of the Childrens Hospital of Pittsburgh Foundation, where he is also Chair of the Development Committee and a member of the Finance Committee. Additionally, Greg is a Knight in the Order of Malta. Greg also serves on the Board of Directors of the South Hills Catholic Academy of Pittsburgh.

Greg and his wife, Lori, live in Pittsburgh’s South Hills. They enjoy spending time with their four children and six grandchildren.