Investor Summit 2027

J A N U A R Y 1 9, 2 0 2 6 | 3 : 3 0 P M - 8 : 3 0 P M

THE VENUE AT LIVE CASINO

5260 US-30, GREENSBURG, PA 15601

Join us for an engaging evening of conversation, insight and connection as our wealth management team explores the financial topics shaping the 2027 economic landscape.

Throughout the evening, members of our team will be joined by special guests for a series of presentations and discussions covering current market trends, economic outlook for 2027 and timely financial planning topics. Each speaker will offer a unique perspective and an opportunity to explore the questions and issues that are top of mind for today’s investors.

Beyond the conversations, enjoy an upscale evening of heavy hors d'oeuvres, dinner and open bar as we come together to learn, connect and spend time with the people who make our work so meaningful—our clients.

A T I M E L I N E O F E V E N T S

3:30 PM

Doors Open and Check In Begins, Passed Hors D'oeuvres and Open Bar

4:00 PM

Opening Remarks

4:10 PM

First Keynote Speaker

4:40 PM

Financial Planning Concepts Highlighted for 2027 with Jessica Geary, CFP®, Chief Planning Officer

4:55 PM

The Benefits of Sector Rotation

5:05 PM

First Intermission

5:20 PM

Second Keynote Speaker

5:50 PM

Panel Discussion moderated by William Urbanik, MBA, Chief Investment Officer

6:50 PM

Second Intermission

7:00 PM

Dinner and Dessert

8:15 PM

Closing Remarks

F R E Q U E N T L Y A S K E D Q U E S T I O N S

Is there a dress code?

Business or Dressy Casual.

Where should I park?

In the parking garage nex to the Casino, or the parking lot in front of the Casino.

Where do I Check-In?

The upstairs lobby area near the elevators or at the top of the main stairs that go up from the main casino entrance.

Can I bring a guest?

Please call the office to verify that your guest qualifies. This event is intended as a unique educational oppprtunity for advisory clients to have an inside look into the research supporting our portfolio construction and planning strategies.

As space is limited, qualified guests must be a referral with legitmimate interest in working with our firm and must pre-register for the event with our office.

Do I need to pay for dinner?

All food and drink is included in your free registration.