A Confluence Financial Partners Event
Conversations, Clarity and Cocktails
Cocktails and honest conversation about the financial questions Pittsburgh families are asking right now.
Westmoreland Country Club, Export PA | Tuesday, May 5th | 6:00 PM
Couples and Friends Welcome
Hosted by: Greg Weimer (CEO), Gregory Weimer II, CFP®, CPA (President), Bill Winkeler, CFA, CFP® (CIO), Chuck Zuzak, CFA, CFP® (Director of Wealth Planning)
Registration Closed
Thank you for your interest in Clarity & Cocktails Pittsburgh. Registration for this event has closed. To learn more about Confluence Financial Partners, schedule a complimentary consultation.
We look forward to meeting you another time.
Who This Is For
This Evening is for Individuals Seeking Clarity and a More Thoughtful Approach to Their Finances
This event is designed for families or individuals who want to engage in meaningful conversations about their financial future while enjoying drinks and food in a relaxed setting.
Whether you’re looking to better understand economic trends, explore forward-looking planning strategies, navigate family meetings and estate planning, or learn how technology can enhance your financial plan, this gathering offers valuable insights from an expert panel tailored to those seeking clarity and a better understanding of their financial decisions.
This is for Individuals Who:
Are planning ahead and making thoughtful decisions about their financial future
Are navigating estate planning and wealth transfer decisions
Want a forward-looking perspective on the economy
Are exploring meaningful giving strategies
Want to hear a fiduciary perspective without any obligation.
Meet the Panel
Meet the Panel
Greg Weimer
Chief Executive Officer
Gregory Weimer, II CFP®, CPA
President
Bill Winkeler, CFA, CFP®
Chief Investment Officer
Chuck Zuzak, CFA, CFP®
Director of Wealth Planning
What Our Clients Say
Feb 16, 2026
“We love having Joe and Chuck overseeing our financial affairs. Conscientious, thorough, attentive.”
Feb 16, 2026
“They took the time to get to know me and understand what my financial needs are.”
Feb 16, 2026
“Best ever. This firm is trustworthy and very helpful. Been a client for 30 years!”
Rated 5.0 out of 5 | 212 verified client ratings on Amplify Reviews
The following reviews are based on experiences from Confluence Financial Partners’ clients. Feedback was collected by Amplify Reviews, and no compensation was provided to clients. The ratings and comments reflect each client’s own views and opinions, and there are no known conflicts of interest. Each client’s experience may not be representative of other clients’ experiences. Any client’s experiences are no guarantee of future performance. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria.
Event Details
Date
Tuesday May 5, 2026
Schedule
6:00 PM Drinks & Light Refreshments
6:30 PM Panel Discussion
Hors d’Oeuvres & Drinks to follow the panel discussion
Venue
Westmoreland Country Club, Export, PA
Cost
Complimentary — cocktails and food included
Parking
Complimentary on-site
What to Bring
Your questions. That’s it.
What You’ll Learn
Conversations That Matter Right Now
This isn’t a product pitch. It’s an evening focused on common questions many have about their financial plans.
A Forward-Looking Perspective
What should families be thinking about for the next 5, 10, 20 years?
Family Meetings and Estate Planning
When was the last time your family sat down to talk about the plan?
Charitable Giving That Fits Your Plan
You want to give and you want it to count.
Lessons Learned and Common Pitfalls
The same mistakes come up again and again. Worth knowing about.
The Global Economy and Your Portfolio
Interest rates, market trends, and what it means for your wealth.
Technology That Connects the Pieces
Investments, estate docs, tax strategy. They often live in different places.
Reserve my Seat
An Evening Worth Your Time
Four leaders. Relevant topics. One evening focused on the questions that matter most to Pittsburgh families right now.