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Events

IT'S EMPOWERING TO BE ENGAGED! 

Energize Your Financial Wellness

We believe that financial wellness extends far beyond investment strategies and portfolio performance.Energize, the last ongoing step of our ASPIRE wealth management process, is about breathing energy into our client relationships through cultivating meaningful experiences in the spaces of education and celebration for you and your family 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

May 20, 2026

9:30a - 4:00p

SecondHalf Coach Wealth Management

August 3, 2026

9:00a - 5:30p

Arnold Palmer's Latrobe Country Club

September 15, 2026

5:30p - 8:00p

Cooperstown Event Center

October 7, 2026

9:30a - 4:00p

SecondHalf Coach Wealth Management

Past Events

April 28, 2026

9:30a - 4:00p

SecondHalf Coach Wealth Management

April 17, 2026

6:00p - 11:00p

The VENUE at Live!

March 4, 2026

9:30a - 4:00p

SecondHalf Coach Wealth Management

November 5, 2025

9:30a - 4:00p

SecondHalf Coach Wealth Management Office

Will Review Consultation Day

Click event for more details!

October 16, 2025

9:00a - 4:00p

SecondHalf Coach Wealth Management Office

Pre-Funeral Planning Consultation

Click event for more details!

September 23, 2025

5:30p - 8:00p

Cooperstown Event Center

Client Appreciation Celebration

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September 16, 2025

9:30a - 4:00p

SecondHalf Coach Wealth Management Office

Will Review Consultation Day

Click event for more details!

August 11, 2025

9:00a - 5:30p

Arnold Palmer's Latrobe Country Club

GOAL Magazine's 10th Annual Golf Outing PLUS Paint-n-Sip with Lead Sponsor SecondHalf Coach Wealth Managment

SAVE THE DATE! Join Lead Sponsor, SecondHalf Coach Wealth Management, for the 10th Annual GOAL Magazine Golf Outing PLUS Paint-n-Sip on Monday, August 11, 2025, at Arnold Palmer’s Latrobe Country Club! All net proceeds benefit the Greater Latrobe Partners in Education Foundation, with funds granted to the Life Skills, Learning Support, and Autistic Support classrooms in the Greater Latrobe School District. 🏌️‍♂️ Golf Tournament – A day on the course with exciting contests, prizes, and more! 🎨 Paint-n-Sip Experience – A fun, creative session guided by a local instructor! 🍽️ Delicious Food & Drinks – Enjoy fantastic meals and beverages throughout the day! Mark your calendar and visit www.go2goalus.com/events to learn more. We can’t wait to see you there!

July 17, 2025

9:30a - 4:00p

SecondHalf Coach Wealth Management Office

Medicare Planning Day

Medicare Planning Day Join us for a complimentary Medicare planning session with Allison Clayton of Insurance Services, LLC on Tuesday, July 1st, 2025. This is a great opportunity to discuss your Medicare options and make informed decisions for your healthcare needs. Whether you're approaching eligibility or looking to review your current plan, Allison will guide you through the process and answer any questions you may have. Call to schedule your complimentary and private 45 minute consultation - limited space available! 724.537.2799 You are under no obligation to use the services of Allison Clayton of Insurance Services, LLC and may choose any qualified professional to provide  medicare planning services. SecondHalf Coach Wealth Management and LPL Financial are separate entities and unaffiliated with the above named company.

July 1, 2025

9:30a - 4:30p

SecondHalf Coach Wealth Management Conference Room

Medicare Planning Day

Medicare Planning Day Join us for a complimentary Medicare planning session with Allison Clayton of Insurance Services, LLC on Tuesday, July 1st, 2025. This is a great opportunity to discuss your Medicare options and make informed decisions for your healthcare needs. Whether you're approaching eligibility or looking to review your current plan, Allison will guide you through the process and answer any questions you may have. Call to schedule your complimentary and private 45 minute consultation - limited space available! 724.537.2799 You are under no obligation to use the services of Allison Clayton of Insurance Services, LLC and may choose any qualified professional to provide  medicare planning services. SecondHalf Coach Wealth Management and LPL Financial are separate entities and unaffiliated with the above named company.

April 25, 2025

6:00p - 11:00p

The VENUE at LIve!

GOAL Magazine's 6th Annual Gala with Lead Sponsor SecondHalf Coach Wealth Management

SAVE THE DATE! Join Lead Sponsor, SecondHalf Coach Wealth Management, for the 6th Annual GOAL Magazine Gala benefiting Shop with a Cop on Friday, April 25, 2025. ✨ Party the night away in style while supporting a great cause! ✨ Enjoy food stations, an open bar, live entertainment, and more—all while making a difference for local children in need. More details available at www.go2goalus.com/events. 

March 18, 2025

9:30a - 4:30p

SecondHalf Coach Wealth Management Conference Room

Insurance Policy Review Day

At SecondHalf Coach Wealth Management, we strive to ensure every aspect of your financial plan is aligned and working in your best interest. We invite you to join us for Insurance Review Day with JJ Rettura of Laurel Highlands Insurance Group on Tuesday, March 18, 2025, at our office. This complimentary, private meeting is an opportunity to review your current home, auto, and/or business coverage to ensure you have the right protection in place for your needs. There are no strings attached, and you are under no obligation to use their services—just valuable insights to help you make informed decisions. Call to schedule your complimentary 45 minute meeting - 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 planning services. SecondHalf Coach Wealth Management and LPL Financial are separate entities and unaffiliated with the above named company.

February 19, 2025

9:30a - 4:00p

SecondHalf Coach Wealth Management Conference Room

Medicare Planning Day

Medicare Planning Day Join us for a complimentary Medicare planning session with Allison Clayton of Insurance Services, LLC on Wednesday, March 5th, 2025. This is a great opportunity to discuss your Medicare options and make informed decisions for your healthcare needs. Whether you're approaching eligibility or looking to review your current plan, Allison will guide you through the process and answer any questions you may have. You are under no obligation to use the services of Allison Clayton of Insurance Services, LLC and may choose any qualified professional to provide  medicare planning services. SecondHalf Coach Wealth Management and LPL Financial are separate entities and unaffiliated with the above named company.

October 16, 2024

9:30a - 4:30p

SecondHalf Coach Wealth Management Conference Room

Pre-Funeral Planning Consultation

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 and private PRE-FUNERAL PLANNING CONSULTATION 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.

October 9, 2024

9:00a - 2:00p

Westmoreland County Community College

Life Series: History of the Election Cycle

Join our team for this complimentary event to learn how the election has historically affected the market cycle and hear inspirational thoughts from our Keynote Speaker, Steve Blass of the Pittsburgh Pirates.

September 24, 2024

5:30p - 7:30p

Cooperstown Event Center

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 24, 2024 5:30 p.m. - 7:30 p.m.

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 9th 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.

July 2, 2024

12:00p - 1:00p

VIRTUALLY THROUGH THE BOOKCLUB APP

SHE Book Club

As a relationship-driven practice, we are always looking for fun ways to connect with our clients outside of the office. As many of you may already know, the ladies on the team at SecondHalf Coach started a philanthropic women’s group called SHE. Our group has had a blast giving back to the community for the past 5 years as an extension of GOAL Magazine. Through SHE, we are very excited to share that we’ve started a book club! SHE Book Club is a new outlet to share our love of reading and engage with other amazing women within the community. We would love our fellow, female bookworms from our client family to join this adventure!

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. 

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.

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!

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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