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Events

IT'S EMPOWERING TO BE ENGAGED! 

Energize Your Financial Wellness

The final and ongoing step of our ASPIRE wealth management process, Energize is all about the engaging relationships that we seek to foster with our clients. We believe that valuable wealth management is far more than investment strategies and portfolio performance reviews.At SecondHalf Coach Wealth Management, we thrive on the familial relationships that we form with our clients and strive to cultivate meaningful experiences for you and your family through continued engagement at both educational and celebratory events throughout the year. We also value the opportunity to celebrate life with you and look forward to the moments when we have the honor of commemorating your achievements. Life is a journey and we look forward to being By Your Side Through It All

 

Upcoming Events

March 27, 2024

9:30a - 4:30p

SecondHalf Coach Wealth Management Conference Room

Insurance Policy Review Day

To ensure that all the pieces of your plan are working together in your best interest, the team at SecondHalf Coach Wealth Management would like to invite you to our office for a COMPLIMENTARY INSURANCE POLICY REVIEW DAY with our strategic partner, JJ Rettura, to review your current home and auto coverage to ensure you have adequate protection on Wednesday, March 27, 2024, at our office.

April 12, 2024

6:00p - 11:00p

Greensburg Country Club

GOAL Magazine's 5th Annual Gala with Lead Sponsor SecondHalf Coach Wealth Management

SAVE THE DATE! More details coming soon! Join Lead Sponsor, SecondHalf Coach Wealth Management for the 5th Annual GOAL Magazine Gala! Party the night away with us in style, net proceeds benefiting Shop with a Cop. Food Stations, open bar, live entertainment and more!

May 2, 2024

9:30a - 4:30p

SecondHalf Coach Wealth Management Conference Room

Pre-Funeral Planning Day

To ensure that all the pieces of your plan are working together in your best interest, the team at SecondHalf Coach Wealth Management would like to invite you to our office for a PRE-FUNERAL PLANNING DAY with our strategic partner, John Graziano, to get started on learning what final arrangements you can take care ahead of time to help your loved ones when you pass on Thursday, May 2, 2024, at our office.

May 7, 2024

9:00a - 2:00p

Westmoreland Conservation District

Life Series: Asset Preservation Strategies with guest speaker Kelli Brisbane

Believing in the power of connecting you to other local resources and professionals, we collaborate within the community to develop a collection of educational seminars aimed at improving your overall financial and personal well-being. Join our team for our Asset Preservation Strategies educational seminar. Pick up preservation strategies for your asset portfolio and your home garden this spring! Hear from the Master Gardeners about essential pollinator preservation practices in the garden and Kelli Brisbane of GO Laurel Highlands about all the activity our area has to offer this summer. There will be a Q&A portion and lunch will be served. 

August 12, 2024

9:00a - 6:00p

Arnold Palmer's Latrobe Country Club

GOAL Magazine's 9th Annual Golf Outing

Join Lead Sponsor, SecondHalf Coach Wealth Management for GOAL Magazine's 8th Annual Golf Outing PLUS Paint-n-Sip! Golfers compete in a 2-person scramble for chances to win great prizes on a top notch golf course. Don't Golf but still want to participate? We offer a paint-n-sip where guests paint their own masterpiece by following a local up and coming paint instructor. Net proceeds benefit the Greater Latrobe Partners in Education Fund and will be granted to the autistic support, learning support and life skills classrooms in the Greater Latrobe School District.

September 17, 2024

5:30p - 8:00p

TBD

Client Appreciation Celebration

Our team always looks forward to the annual tradition of celebrating our client family and showing our gratitude for your trust in our firm. Join us for an evening of dinner, drinks, live entertainment and more! Save the Date! Tuesday - September 17, 2024. Details coming soon! 

September 24, 2024

9:30a - 4:30p

SecondHalf Coach Wealth Management Conference Room

Will Review Day

To ensure that all the pieces of your plan are working together in your best interest, the team at SecondHalf Coach Wealth Management would like to invite you to our office for a COMPLIMENTARY WILL REVIEW DAY with our strategic partner, attorney Jessica Rafferty, to review your current will for any pertinent changes needed to protect your legacy on Tuesday, September 24, 2024, at our office.

October 9, 2024

9:00a - 2:00p

Westmoreland County Community College

Life Series: History of the Election Cycle

Believing in the power of connecting you to other local resources and professionals, we collaborate within the community to develop a collection of educational seminars aimed at improving your overall financial and personal well-being. Join our team for this educational seminar to learn how the election has historically affected the market cycle and invigorate your fall spirit with an inspiring talk from former Pittsburgh Pirate Steve Blass. Mr. Blass has over 60 years of involvement with the Pittsburgh Pirates organization and was a Pirates hero in the 1971 World Series against Baltimore when he picked up complete-game victories in Game Three and Game Seven. There will be a Q&A portion and lunch will be served. 

October 16, 2024

9:30a - 4:30p

SecondHalf Coach Wealth Management Conference Room

Pre-Funeral Planning Day

To ensure that all the pieces of your plan are working together in your best interest, the team at SecondHalf Coach Wealth Management would like to invite you to our office for a PRE-FUNERAL PLANNING DAY with our strategic partner, Maria Graziano - Bickerstaff, to get started on learning what final arrangements you can take care ahead of time to help your loved ones when you pass on Wednesday, October 16, 2024, at our office.

Past Events

January 18, 2024

9:00a - 2:00p

The Conference Center at St. Vincent College

Life Series: Economic Summit with guest speaker Michelle Dresbold

Believing in the power of connecting you to other local resources and professionals, we collaborate within the community to develop a collection of educational seminars aimed at improving your overall financial and personal well-being. Join our team for our first Life Series event for 2024, an economic and financial expert market panel discussion. Our Guest Speaker will be Michelle Dresbold, a nationally recognized handwriting expert, author, speaker and artist. She is the author of Sex, Lies, and Handwriting, an insightful exploration of the ways that even the smallest details of someone's handwriting can tell you about who they are, how they think and other hidden secrets. There will be a Q&A portion and lunch will be served. 

September 28, 2023

9:30a - 4:30p

SecondHalf Coach Wealth Management Board Room

Will Review Day

Meet with our strategic partner, attorney Jessica Rafferty, to review your current will on Thursday September 28, 2023, at our office. Call to schedule - limited space available! 724.537.2799 You are under no obligation to use the services of Rafferty Legal and may choose any qualified professional to provide legal services. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. SecondHalf Coach Wealth Management and LPL Financial are separate entities and unaffiliated with the above named company.

September 12, 2023

5:30p - 8:00p

All Saints Brewing Company

Client Appreciation Celebration

Our team always looks forward to the annual tradition of celebrating our client family and showing our gratitude for your trust in our firm. Join us at the brewery for dinner, drinks, live entertainment and more!

August 14, 2023

9:00a - 5:30p

Arnold Palmer's Latrobe Country Club

GOAL Magazine's 8th Annual Golf Outing PLUS Paint-n-Sip!

SAVE THE DATE! Join Lead Sponsor, SecondHalf Coach Wealth Management for GOAL Magazine's 8th Annual Golf Outing PLUS Paint-n-Sip! Golfers compete in a 2-person scramble for chances to win great prizes on a top notch golf course. Don't Golf but still want to participate? We offer a paint-n-sip where guests paint their own masterpiece by following a local up and coming paint instructor. Net proceeds benefit the Greater Latrobe Partners in Education Fund and will be granted to the autistic support, learning support and life skills classrooms in the Greater Latrobe School District. More details coming soon!

July 6, 2023

9:30a - 4:30p

SecondHalf Coach Wealth Management Board Room

Insurance Review Day

Meet with our strategic partner, JJ Rettura of Laurel Highlands Insurance Group, to review your current home and auto policies on Thursday, July 6th, 2023, at our office. Call to schedule - limited space available! 724.537.2799 You are under no obligation to use the services of Laurel Highlands Insurance Group and may choose any qualified professional to provide insurance services. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. SecondHalf Coach Wealth Management and LPL Financial are separate entities and unaffiliated with the above-named company.

May 3, 2023

9:30a - 1:00p

SVC Fred Rogers Center

Life Series: Security Bootcamp

Are you protected? Join us on Wednesday, May 3rd, 2023 as you hear from local professionals on how to protect yourself, your online footprint, credit and identity.

April 26, 2023

9:30a - 4:30p

SecondHalf Coach Wealth Management Board Room

Will Review Day

Meet with our strategic partner, attorney Jessica Rafferty, to review your current will on Wednesday, April 26, 2023, at our office. Call to schedule - limited space available! 724.537.2799 You are under no obligation to use the services of Rafferty Legal and may choose any qualified professional to provide legal services. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. SecondHalf Coach Wealth Management and LPL Financial are separate entities and unaffiliated with the above named company.

April 21, 2023

6:00p - 11:00p

Greensburg Country Club

GOAL Magazine's 4th Annual Gala

Join Lead Sponsor, SecondHalf Coach Wealth Management for the 4th Annual GOAL Magazine Gala! Party the night away with us in style, net proceeds benefiting Shop with a Cop. Dinner, casino tables, live entertainment and more! SAVE THE DATE! More details coming soon!

March 13, 2023

9:30a - 4:30p

SecondHalf Coach Wealth Management Board Room

Insurance Review Day

Meet with our strategic partner, JJ Rettura of Laurel Highlands Insurance Group, to review your current home and auto policies on Monday, March 13th, 2023, at our office. Call to schedule - limited space available! 724.537.2799 You are under no obligation to use the services of Laurel Highlands Insurance Group and may choose any qualified professional to provide insurance services. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. SecondHalf Coach Wealth Management and LPL Financial are separate entities and unaffiliated with the above-named company.

February 27, 2023

9:30a - 4:30p

SecondHalf Coach Wealth Management Board Room

Will Review Day

Meet with our strategic partner, attorney Jessica Rafferty, to review your current will on Monday, February 27, 2023, at our office. Call to schedule - limited space available! 724.537.2799 You are under no obligation to use the services of Rafferty Legal and may choose any qualified professional to provide legal services. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. SecondHalf Coach Wealth Management and LPL Financial are separate entities and unaffiliated with the above named company.

January 31, 2023

9:30a - 4:30p

SecondHalf Coach Wealth Management Board Room

Insurance Review Day

The team at SecondHalf Coach Wealth Management would like to invite you to our office for an INSURANCE REVIEW DAY. Meet with our strategic partner, JJ Rettura of Laurel Highlands Insurance Group, to review your current home and auto policies on Tuesday, January 31, 2023, at our office.

January 26, 2023

9:30a - 1:00p

SVC Fred Rogers Center

Life Series: Runway to Retirement

Have questions about Social Security and Medicare? Join us on Thursday, January 26th, 2023 as you hear from local professionals and our team on these subjects. More details coming soon!

November 15, 2022

5:30p - 7:30p

Central Westmoreland Habitat for Humanity

October 20, 2022

9:30a - 4:00p

SecondHalf Coach Wealth Management Board Room

Will Review Day

Review your current will with our strategic partner, attorney Jessica Rafferty.

October 6, 2022

9:30a - 1:00p

St. Vincent College Fred Rogers Center

Life Series: Protecting Your Assets

Learn from local professionals on how to protect your most valuable assets.

September 21, 2022

9:30a - 4:00p

SecondHalf Coach Wealth Management Board Room

Will Review Day

Review your current will with our strategic partner, attorney Jessica Rafferty.

September 13, 2022

5:30p - 8:00p

All Saints Brewing Company

Client Appreciation Chili Cook Off

Join the SecondHalf Coach Wealth Management team for a fun evening as we come together to give thanks for our client family. LIVE MUSIC! BEER AND WINE! CHILI COOK OFF! TEX MEX BUFFET!

May 26, 2022

9:30a - 1:00p

Saint Vincent College Fred Rogers Center

Life Series: The Ultimate Dress Rehearsal

We spend years on the grand stage of life rehearsing for all our biggest moments, but are you prepared for the finale? Three local professionals will discuss how to get your affairs in order for the final stage of life including Life and Long Term Care Insurance, Estate Planning and Funeral PrePlanning.

Event Registration


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