Between Financial Physicals, our standard client review meetings, we offer our clients the ability to connect with our Wealth Management Team twice per month on Zoom. These educational webinars are intended as a way for us to keep our clients more frequently informed about the strategic moves we're making in our portfolios and financial plans.

At the beginning of the month, our Chief Investment Officer William Urbanik, MBA discusses how current hot topics relate to the market and economy, and their impact on our portfolio management. Mid-month, our Chief Planning Officer Jessica Geary, CFP® deep dives into specific financial planning topics and the planning strategies we are implementing for our clients. Each meeting includes interviews with special guests such as our investment research partners, renowned financial analysts and trusted specialized professionals.

Our live By Your Side Chats webinars are engagement opportunities exclusively for our clients and prospective clients who are in the process of considering a relationship with our firm. If you are looking to register for the next live By Your Side Chat, you can contact the office at info@shcwealthmanagement.com or by text message at 724-221-9886 for the registration information.