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    At Your Own Retirement, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Please take the opportunity at these events to request a private, no obligation consultation scheduled at your convenience.

    Seminars are reservation only.
    Please contact Janet or Nicole to book your reservation at 412.872.2151


     


    Our 2017 Calendar of Events 

    Woman's Worth Seminars
    Our Woman's Worth® program focuses on working with women. We understand the emotional and even the physical-health issues that women may face when dealing with finances, and we can help. Because ladies, it’s not just about the money! It’s about Total Well Being! Please join us for a dinner seminar on us to learn more. For more information on the Woman's Worth program, please Click Here.

    June 15, 2017 - Clifford's Restaurant in Evans City,PA
    June 21, 2017 - Clifford's Restaurant in Evans City, PA


     



    Social Security and Financial Planning Seminars
    If you're among the millions of Americans who are currently collecting (or planning to file for) Social Security Benefits, one of the most confusing elements is how to properly coordinate them. Social security can and should play a big role in tour overall retirement income plan; but when it comes to your financial options, the right choice isn't always clear. Join us for an education dinner seminar to learn more. 

    September (TBA) - Off The Hook in Warrendale, PA
    October (TBA) - Off The Hook in Warrendale, PA


     



    Client Appreciation Events
    Each year, we hold events exclusively for clients and their guests to thank them for working with our firm. 

    Wine Tasting - July 19th at Narcisi Winery in Gibsonia, PA
    Holiday Party - December (TBD) at Willow in Pittsburgh, PA

     
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    Our Focus
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    » Annuities
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    » Asset Protection
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    Upcoming Events
    » View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events
    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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