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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

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.

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.

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.

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!

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.

May 3, 2023

9:30a - 1:00p

SVC Fred Rogers Center

Life Series: Security Bootcamp

Are you geared up to protect yourself? Join us on Wednesday, May 3rd, 2023 as you hear from local professionals and our team on these subjects. 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.

August 14, 2023 - January 14, 2026

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!

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!

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.

October 10, 2023

9:00a - 6:00p

Saint Vincent College Fred Rogers Center

GOAL University Conference

Join Lead Sponsor, SecondHalf Coach Wealth Management for this new event - GOAL University! Class is in session and our GOAL Magazine writers are taking the podium! Hear from local professionals on a variety of important topics during this conference style event. Agenda will include lunch and networking happy hour with live music. SAVE THE DATE! More details coming soon!

Past Events

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.

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