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Please join us for our first annual SecondHalf Coach Wealth Management Symposium!! 

Thursday January 31st, 2019

8:30 a.m. - 2:00 p.m. at St. Vincent College in the Fred Rogers Center. 

Continental Breakfast and Lunch will be provided.

Representatives from the third-party institutions we utilize when constructing your personal investment portfolio will be in attendance to participate in an open panel discussion. Our investment process, fiduciary standard, fees, and specific manager philosophies and 2019 economic outlooks will all be discussed.

If you have any questions for a specific manager, please bring it with you or relay it tour team when you RSVP.

Register for this Free Client Event!

Schedule An Appointment by Email or give us a call: 724.537.2799

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