Advisor Events​

Upcoming Events

More events are on the way! Check back soon for more information.

Cigar Smoker Announcement

We are excited to announce the date for our
5th Annual Cigar Smoker for Financial Planners!

Join us for an evening of socializing with fellow Financial Planners at the exclusive Club Leaf & Bean. To celebrate our 5th year we will be sharing a custom “Beratung Bourbon” made just for this event. Spend time networking with other planners while enjoying a cigar, drinks, bocce, dinner, and brief talk about whiskey.

Thursday, May 18th, 2023

Club Leaf & Bean – South
33 Quail Acres Lane
Washington, PA 15301

4:30 pm—5:30 pm Bourbon, Cigars & Socializing
5:30 pm—6:30 pm Dinner with Aging Room Master Distiller Blake talking about the “Beratung Bourbon” he made for this event.
6:30 pm—7:30 pm Bocce, Bourbon, Cigars & Socializing

Past Events

Fourth Annual Cigar Smoker at Club Leaf and Bean Thursday, May 19th 2022

Spend time networking with other planners while enjoying a cigar, drinks, bocce, dinner, and brief talk about whiskey

Second Annual Cigar Smoker at Club Leaf and Bean Thursday, May 23rd 2019

Spend time networking with other planners while enjoying a cigar, drinks, bocce, dinner, and brief talk about whiskey

First Annual Cigar Smoker at Club Leaf and Bean Thursday, May 24th 2018

Spend time networking with other planners while enjoying a cigar, drinks, bocce, dinner, and brief talk about whiskey

Our Past eMoney Training for Financial Advisors

eMoney Introduction August 11th, 2017 Monroeville 

  • eMoney Introduction August 18th, 2017 Greentree
  • eMoney Introduction August 25th, 2017 Washington
  • eMoney Introduction September 19th, 2017 Erie 
  • eMoney Forum October 27th, 2017 Monroeville 
  • eMoney 101 October 27th, 2017 Monroeville 
  • eMoney 102 March 22nd, 2018 Beratung South
  • eMoney 103 “Advanced Techniques”  June 26th, 2018 Beratung East
  • eMoney 103 “Advanced Techniques”  June 28th, 2018  Beratung South
  • eMoney 101 June 19th, 2018 Erie
  • eMoney 101 November 27th, 2018 Greentree
  • eMoney 104 “Prospect and Introduction Meeting” October 16th 2018 Beratung East
  • eMoney 104 “Prospect and Introduction Meeting” October 18th 2018 Beratung South
  • eMoney 105 “Advanced Techniques Part II” January 22nd 2019 Beratung East
  • eMoney 105 “Advanced Techniques Part II” January 24th 2019 Beratung South
  • eMoney 105 “Presenting to a Client” April 22nd 2019  Beratung East
  • eMoney 106 “Presenting to a Client” April 26th 2019 Beratung South
  • eMoney Best Practices June, 24th 2019 Greentree

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