Our schedule is constantly changing.  Please register at least 48-72 hours before the event if possible.  Due to unexpected influences, we may need to change locations or dates.  We will need your contact information so we can notify you of any changes.  Seating provided to registered guests first.  Seating is usually limited for each event.

To register or request us to speak at your event, call toll free: 1-877-419-1040

2009 Schedule


January 20th, 2009

Newhaven Court at Lindwood  Assisted Living Facility
100 Freedom Way   Greensburg, Pa.  15601
6:00pm - 7:30pm
Estate Planning - "7 Areas Most People Miss in an Estate Plan"  Also, how to make your money last longer that may allow you to stay in the facility longer.


February 11th, 2009

Area on Aging - Caregivers Group
Main Street  Greensburg, Pa. 15601
1:00pm - 3:00pm
We'll be discussing Caregiver Agreements.  These 'contracts' allow you to get money from the person you are getting care from without concerns from the 60 month look back.  There are multiple benefits that can be realized from this important document.  We will also be entertaining questions from the group about Estate Planning.  Attorney Robert Frey will be discussing the legal aspects of the Caregiver Agreements.

March 11th, 2009

Murrysville Business and Professional Association
Meets at Dick's Diner in Murrysville.  Breakfast available for $7.00
Meeting starts at 8:00am, Presentation starts approximately 8:15am - 9:00am
Business Planning - "6 Mistakes Most Businesses Make that can Destroy Your Business and Financial Future" 



March 17th,  2009

Westmoreland Chamber of Commerce
241 Tollgate Hill Road,  Greensburg,  Pa. 15601
8:00am - 9:15am
Tax Reduction - How owning a Captive Insurance Company may offer you the opportunity to diversify your assets and have the ability to put more in place for your retirement or for transferring assets to your family or heirs on a tax favored basis. 

Hopefully you have your savings and retirement dollars diversified.  The same principle holds true for your business interests.  Not diversifying is no different than owning only one stock in your portfolio!  Remember Enron?


March 19th,  2009

New Stanton Business Association
5:00pm Networking starts
5:30-5:45 Expected seminar start time (Approx. 75 minutes of information)
Business Planning - "6 Mistakes Most Businesses Make that can Destroy Your Business and Financial Future" 

Early registration is suggested.

To register, call toll free: 1-877-419-1040