Financial Hurdles in 2026: How We Can Help You Clear Them

Financial hurdles often appear in unexpected ways. Decisions about portfolio allocation, estate planning, tax implications, or navigating life changes can ripple across your broader financial picture. In this seminar, we’ll break down the challenges we see most frequently and offer practical approaches to help you address them, so your financial plan remains aligned with your goals. You’ll walk away with a clear understanding of key strategies and actionable steps to tackle these challenges. Together, we’ll explore how to:

• Bring disconnected financial decisions into alignment
•  Update strategies that no longer reflect your life
•  Identify and address estate planning gaps
•  Reduce tax inefficiencies across your plan

Three opportunities to attend

February 17 | 6:00 – 8:30 PM
Pittsburgh Marriott North
100 Cranberry Woods Dr,
Cranberry Twp, PA 16066

February 24 | 6:00 – 8:30 PM
Valley Brook Country Club
425 Hidden Valley Rd,
McMurray, PA 15317

February 25 | 6:00 – 8:30 PM
Grove City Country Club
73 Country Club Rd,
Grove City, PA 16127