March Breakfast Meeting

 

 

Breakfast Meetings 8:30 - 11 am

  • March 14- Legacy = Brand: Why Financial Advisors Need A Personal Brand and Defining Your Niche & Marketing Your Expertise
  • April 11– How to Help Your Clients Build an Effective Estate Plan and Insurance Planning 
  • May 9– Building an Effective Client Service Calendar and How to Successfully Implement It Using Prepared Client Agendas
  • June 13– Should You Incorporate Real Estate Into Your Client Portfolios? 
  • July 11– Connecting to the Next Generation of Clients and Marketing to Millennials
  • August 8– How to Identify Planning Opportunities Using Your Client’s 1040-A Case Study
  • September 12– How Do I Properly Value My Business?
  • October 10– How to Generate More Referrals
  • November 14– Conducting a Proper Client Needs Analysis and LTC Insurance: Is it still a viable solution? The State of the Industry
  • December 12– Pittsburgh Foundation – How They Can Help Your Business


“4th at 4” Journal Club will meet the 4th Tuesday of every month at 4, at the Rivers Club

  • February 26 – College Funding
  • March 26 - Client Trust and Communication
  • April 23 - Estate Planning
  • May 28 - Diversity/Inclusion
  • June 25 - Trends in Investing
  • July 23 -Marketing
  • August 27 - Behavioral Finance
  • September 24 - Regulatory Update / Fiduciary Issues
  • October 22 - Next Generation of Planners and Clients
  • November 26 - Tax Planning

 

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