How to Ace All 4 Life Stages of Financial Planning Part 1

Stage 1: Getting Started

Stage 2: Building Wealth

Thursday, October 6, 2022 at 12pm

Fort Pitt Capital Group’s Financial Advisor Cory Phillips, CRPC, will discuss the first two stages of Financial Planning:

1. Getting Started

2. Building Wealth

From just starting out to growing your saving into the six figures, Cory will provide tips and insights on:

• Understanding your personal and financial circumstances
• Setting Goals
• Saving in your 401(k) and maximizing your company’s match
• Building your regular savings
• Quick investing tips
  
  

How to Ace All 4 Life Stages of Financial Planning Part 2

Stage 3: Pre-Retirement

Stage 4: Retirement

Wednesday October 12, 2022 at 12pm

Fort Pitt Capital Group’s Financial Advisor Skylar Riddle, CFP, will discuss Financial Planning stages:

3. Pre-Retirement

4. Retirement

Focusing on investors with over $250,000 in investments, Skylar will explain:

• How and when to hire an advisor
• Developing a coordinated/integrated financial plan
• Planning to retirement
• Planning through retirement
• Planning for the unexpected