Conversations, Clarity, & Cocktails

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

Key topics include:

• Economic trends and portfolio considerations
• Forward-looking planning considerations for your future
• Family meetings, estate planning and thoughtful giving
• Integration of technology in financial planning

Save Your Seat

Tuesday, May 5, 2026 | 6:00 PM
Westmoreland Country Club
7100 Mellon Rd. Export, PA 15632