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    Home » Seminars

    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. Your Own Retirement reserves the right to withdraw invitations at any time at its discretion.
    Please contact 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.

    October 11, 2017 at 6:30pm - Clifford's Restaurant in Evans City
    October 19, 2017 at 6:30pm - Clifford's Restaurant in Evans City

     



    Three Critical Steps to a More Confident Retirement

    - What are some strategies to help provide consistent returns?
    - Are you truly diversified? Or do you just think you are?
    - What steps can you take to help ensure your money lasts as long as you do?
    - Learn tax-efficient strategies on your IRA, 401K, or other retirement accounts
    - Inflation: Big deal or not?
    - Know your Social Security options!


    September 12, 2017 - Off The Hook in Warrendale, PA
    September 13, 2017 - 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. 

    Cheers & Beers (beer tasting event) - Frescos's in Wexford  - click here for pictures of the event!
    Holiday Party - November (TBD) at Willow in Pittsburgh, PA

     
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    Our Focus
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    » Annuities
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    Upcoming Events
    » View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
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    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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