Conversations, Clarity, & Cocktails

Gather with us for drinks, food, and an informative panel discussion.

Key topics include:

• A forward-looking perspective on planning considerations for your future
• Key considerations for family meetings and estate planning
• Thoughtful approaches to charitable giving
• Lessons learned and common pitfalls families face
• Current trends in the global economy and portfolio management considerations
• How technology can help coordinate complex financial planning elements

Two opportunities to attend

February 24 | 6:00 PM
Valley Brook Country Club
425 Hidden Valley Rd,
Canonsburg, PA 15317

February 25 | 6:00 PM
Grove City Country Club
73 Country Club Rd,
Grove City, PA 16127