Brian Oettinger, CFP®

Join Fort Pitt’s Financial Advisors, Daryl Patten and Skylar Riddle, CFP® as they host guest speaker Ken Ventresca to discuss financial planning for multiple generations. The webinar will cover these topics and more: • Structuring your family’s wealth plan • Preserving assets for the next generation • Minimizing taxes • Financial literacy for the next generation Unable to watch live? We email a recording to everyone who registers. Register here: https://bit.ly/3xeKqtT #financialplanning #FortPittWebinarSeries #financialeducation

Join us for our Private Equity Investing - Is It for You? Webinar on Wednesday, November 13, at 12:00 PM CT with Jon T. Meyer, CFP®, Principal and President of BGM Wealth Management Group and Chad Halbur, President and Shareholder of Cornerstone Private Asset Trust Company LLC. This presentation is best suited for investors with portfolios of $5 million or more. Jon and Chad will discuss the potential risks of private equity investing and the four primary routes for investing. Key topics to be covered: -Private markets vs. public markets -Types of private markets -How to access private equity -Investing mistakes to look out for -How BGM can help Register now: https://buff.ly/4fe1SQa #PrivateEquity #WealthManagement #Webinar

Are you aware of the potential IRS changes in 2025. The latest Finance Hound column explains the new retirement contribution limits for this coming year and ways to maximize on your savings: https://lnkd.in/e9yg5X4P

Are you using the most effective tools for your charitable contributions? Explore how Donor-Advised Funds can simplify your donations and maximize impact. #CharitableGiving #DonorAdvisedFunds https://lnkd.in/egU-GMbu

As 2024 draws to a close, now is the time for investors to review their tax strategy. This year is especially important, as new legislation could materially change tax laws. BNY shares eight ways investors can reduce their tax burden for this year.

Planning your future can seem overwhelming and confusing, but you don't have to do it alone! I am here to offer you honest and thoughtful guidance to help you pursue your goals with confidence and clarity. Book a call now to get started.

Planning your future can seem overwhelming and confusing, but you don't have to do it alone! I am here to offer you honest and thoughtful guidance to help you pursue your goals with confidence and clarity. Book a call now to get started.

Market highs and falling rates marked a strong September, but there are still risks to consider. Check out the latest Market Thoughts video from Commonwealth CIO, Brad McMillan, for a deeper dive into current market trends: https://bit.ly/3Y51w8h #markettrends

To design plans that meet clients’ goals and participants’ needs, financial professionals look at auto features, personalization and more. #RetirementPlanning Important disclosures: https://bit.ly/2JzEDWl .

Looking to maximize your charitable impact and save on taxes? A donor-advised fund (DAF) lets you deduct donations now and invest them for future giving. See how it works to help you give more to your favorite causes. #charitablegiving

Join Fort Pitt’s Financial Advisors, Daryl Patten and Skylar Riddle, CFP® as they host guest speaker Ken Ventresca to discuss financial planning for multiple generations. The webinar will cover these topics and more: • Structuring your family’s wealth plan • Preserving assets for the next generation • Minimizing taxes • Financial literacy for the next generation Unable to watch live? We email a recording to everyone who registers. Register here: https://bit.ly/3xeKqtT #financialplanning #FortPittWebinarSeries #financialeducation

Last Call! Join us for our Private Equity Investing - Is It for You? Webinar on Wednesday, November 13, at 12:00 PM CT with Jon T. Meyer, CFP®, Principal and President of BGM Wealth Management Group and Chad Halbur, President and Shareholder of Cornerstone Private Asset Trust Company LLC. This presentation is best suited for investors with portfolios of $5 million or more. Jon and Chad will discuss the potential risks of private equity investing and the four primary routes for investing. Key topics to be covered: -Private markets vs. public markets -Types of private markets -How to access private equity -Investing mistakes to look out for -How BGM can help Register now: https://buff.ly/4fe1SQa #PrivateEquity #WealthManagement #Webinar

As a family business, not only do we treat our team members like family - but our clients become family as well. We understand how important your business is to you, and our team will always respect it as if it were our own. Learn more about our team and our approach to business today at https://lnkd.in/eqkCPAgJ. #AlloySilverstein #business #familybusiness #family #accounting #accountant #testimonial #team

Retail annuity sales have increased as an accumulation strategy, but plan sponsors will need education from advisors in order to adopt in-plan annuities. #RetirementPlanning Important disclosures: https://bit.ly/2JzEDWl .