Broker Check
06 Oct
Life Series: Protecting Your Assets

Description

Please join us for our next Life Series Educational Seminar: Protecting Your Assets. What are your most valuable assets - your life, your investments, your home, your fine jewelry? Hear from local professionals on how to protect what is most valuable to you. 

Hear from:

Alison Beeghly, G.G. GIA, C.G. AGS (Beeghly and Company Jewelers) on the fine jewelry valuation process

Jessica Geary, CFP® (SecondHalf Coach Wealth Management) on life valuation

Scott Ludwick, Real Estate Agent (Berkshire Hathaway Home Services) on how to maintain the value of your home

JJ Rettura, CIC (Laurel Highlands Insurance Group) on types of asset protection 

*This is a private event for clients and prospective clients of SecondHalf Coach Wealth Management. Clients may bring a guest that has potential interest in starting a relationship with our team. The client is required to register their guest for the event and provide the guest's contact information.  The guests will be added to our email and mailing list for future educational opportunities. 

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 companies.


Register

Date and Time

Fri, Oct 06, 2023

9:30a - 1:00p PST

Location

St. Vincent College Fred Rogers Center

300 Fraser Purchase Road
Latrobe, PA 15650

Note

Informational Materials will be provided and there will be a Q&A portion. Lunch will be provided at the end of the event.

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