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Financial Roundtable Presentations

Co-coordinators:

Jim Ciesar
412 563 8701

Larry Shockling
724 882 5531

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Employee Stock Price Table

The Stock Price Table shows the Employee price and the tax base for stock purchased through the Westinghouse Savings Plan.

The Roundtable meets the second Wednesday of every month at 10 AM in the 1st Floor Seasons Events Room of the Comfort Inn located at 699 Rodi Road. When traveling East or West  on I-376 get off at Exit 81, Penn Hills. At the traffic light at the end of exit ramp, turn right on Maple Lane.  Proceed to the top of the driveway to the parking areas of the Comfort Inn. No advance reservations are required, however you are requested to register your attendance as you enter. A wide range of financial topics are presented, including estate planning, wills, Roth IRAs, self-directed IRAs, mutual funds, sector analyses, online investing, portfolio management, selecting professional advisors, taxes, required minimum distributions, consumer fraud concerns and many others.  Presentations are made by noted Professionals, Registered Representatives of Investment Firms and Attorneys specializing in estate planning. There are no obligations incurred by attending any of these presentations. Ample opportunity exists for audience questions. Pass outs of presentation materials are normally available.  Roundtable membership is open to all currently paid up SURE members. Monthly announcements inform members of upcoming meeting subjects and speakers.

2016 Roundtable Presentations

 

January
De-risk your portfolio
Speaker Peter F. Schlicht Ameriprise Financial Services     

February

Preparing Your 2015 Tax Return
Speaker: Mary Jo Potter of H&R Block

March

Protecting Your Assets During Retirement: How to Manage Long-Term Care Risk
Speakers: Kurt Carlson and John Reba of Hefren-Tillotson

April

Market outlook
Speaker: Rich Bowler of Fidelity Investments

May

Investor Outlook
Speaker: Ron Muhlenkamp, Founder and Co-Manager of the Muhlenkamp Fund

June 

SURE member Annette Karnash, RN, BSN, MN has arranged for Tammy Rile from Longwood at Home and The Rev Dr Bruce Bryce to discuss the growing trend for in home care vs community care for aging couples.

July

legal and financial solutions for families

Speaker: Julian E. Gray, Certified Elder Law Attorney

September

How Westinghouse Retirees Should Prepare for the Upcoming Presidential Election

Jim Lange, of the Lange Financial Group

October

Medicare 2017 Updates and Much More!

Adele Dean, APPRISE Western Regional Coordinator, Patti Baird, SURE Board Member and APPRISE volunteer, and Amy Halula, Westmoreland County APPRISE Local Coordinator

November

Department of Labor ruling that financial advisors must assume a fiduciary responsibility

Bob Fragasso ,of Fragasso Financial Advisors

December

Review of the 2016 market year and predict 2017

John Schaefer and George Emanuele of PNC Bank


2017 Roundtable Presentations

 

January
Concepts of alternative investments

Speaker:Peter Schlicht, MBA, CRPC®, AWMA®

February
Preparing Your 2016 Tax Return
Speaker: Mary Jo Potter of H&R Block

March
Proprietary quantitative investment methodology
Speakers: Chris Brown and Daniel Meyers of CooksonPeirce

April
Medallion’s ideas on Wealth Strategies

Speaker:  Rick Pierchalski, Chairman of the Board of Medallion Wealth Management

May::   

ANNUITIES:  THE GOOD, THE BAD AND THE UGLY

 Speakers:Karen Fadzen, CFP, CAS, ADFA/CDFA,  (and Joseph G Salpietro, CFC, Pres & CEO  XPYRIA Investment Advisors

June:  

Medical oriented presentation

Speaker: SURE member Annette Karnash, RN, BSN, MN

July:

BNY Mellon’s overall perspective on the economy

Speaker: George Emanuele, Senior Director, BNY Mellon Wealth Management.   


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