Client Events

Upcoming Events

Mission Statements Workshop

Wednesday, May 13th, 2026 | 6:30 pm

Beratung Advisors Education Center

Ready to define what truly drives you?
 
Come to our Mission Statement Workshop to learn how to write your personal mission statement.
 
Join us at Beratung headquarters or virtually on May 13th at 6:30pm EST.

Affirmations Statements Workshop

Wednesday, June 17th, 2026 | 6:30 pm

Beratung Advisors Education Center

What you tell yourself you are, you will become.
 
Come to our Affirmation Statements Workshop to learn how to write meaningful, clear affirmation statements to help reshape your mindset.
 
Join us at Beratung headquarters or virtually on June 17thth at 6:30pm EST.

Estate Planning Seminar

Wednesday, July 15th, 2026 | 6:30 pm

Beratung Advisors Education Center

Don’t leave your future to chance!

Safeguard your family’s future with strategic Estate Planning:– Understand your options– Get the answers you need– Take control of your future

Please join us in-person or via Zoom with special guests Sechler Law Firm and learn the secrets to simplifying the process of preserving your legacy.

When: Wednesday, July 15th, from 6:30 pm – 7:30 pm.

This is no cost and open to our clients, their friends and anyone in our community.

Vision Day at Beratung HQ

Wednesday, January 6th, 2027 | 6-8pm

What do you want 2027 to look like?
 
We often hear clients say the hardest part of planning isn’t the numbers — it’s thinking about the future. They get stuck because it seems so far away and they don’t know where to start.
 
That’s why we created Vision Day: an interactive evening where you’ll reflect, design, and set a clear direction for your life and your family.
 
This event is for clients and anyone in our community, and it’s completely free. Why? Because too many people are drifting through life with no purpose. Vision Day is about stopping, reevaluating, and setting a vision you can pursue with confidence.
 
At Vision Day, we’ll work together to:
  • Learn how to dream up your vision
  • Understand your personal vision
  • Unify your vision as a family
  • Learn how to set up a plan to pursue that vision
  • Use your financial plan as a tool to live it out
Beratung Advisors Education Center
 
Let’s make 2027 your best year yet — together.
 
Save your spot today.

Past Events

4 Strategies for a Smarter College Search

Wednesday, April 15th | 6:30pm

The college search continues to become more complex, making it harder for families to identify right-fit schools.

Challenges include:· Admission trends and how colleges admit students· ACT/SAT Testing – some require it now, and some don’t – what path makes sense?· The number of schools on the “more selective” list continues to grow· Substantial changes to the FAFSA, Dept of Education, and financial aid may make college more expensive

Join Beratung Advisors as we partner with national college expert, Cozy Wittman, from College Inside Track, to learn how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid.If you are the parent or grandparent of a high school student in grades 9-11, this is incredibly important info you will not want to miss.

College Inside Track and their services are not affiliated with LPL Financial and Beratung Advisors.

Core Values Workshop

Wednesday, March 11th | 6:30pm

Vision Day at Beratung HQ

Wednesday, January 7th, 2026

Steelers Watch Party at Beratung HQ

Sunday, December 7th, 2025

Pictures with Santa at Beratung HQ

Saturday, November 29th, 2025

Core Values Workshop

Wednesday, November 19th, 2025

Core Values Workshop

Wednesday, October 8th, 2025

Oktoberfest

Tuesday, September 9, 2025

Creative Solutions to
Maximize Generosity

Wednesday, February 12th, from 6:30 pm – 7:30 pm

4 Strategies for a Smarter College Search!

Wednesday, January 8th, from 6:30 pm – 7:30 pm

 

Estate Planning Seminar

Wednesday, November 13th, from 6:30 pm – 7:30 pm

Social Security Seminar

Wednesday, October 9th, from 6:30 pm – 7:30 pm

Breaking the Cycle of Breaking Even

Wednesday, September 11, 2024

Oktoberfest

Tuesday, September 10, 2024 

Medicare Seminar

Wednesday, August 14th 2024

Raising Money Smart Kids

Wednesday, June 10th, 2024

Yoga Basics with Maggie​

Saturday, May 11, 2024

College Inside Track Event

Wednesday, March 27th, 2024

Cyber Security Best Practices by SafSecur

Wednesday, January 24, 2023 at 6:00 PM EST

MediConnect Seminar​

Wednesday, November 15, 2023 from 6:00 PM to 7:00 PM EST 

Estate Planning Seminar
presented by Sechler Law

Wednesday, November 1, 2023 from 6:00 PM to 7:00 PM EDT

Social Security Seminar

Tuesday, October 3rd, 2023 from 6:00 PM to 7:00 PM EDT

Beratung Oktoberfest

September 12, 2023

Beratung East Open House

June 8, 2023

Spring Client Appreciation Event - Tour of PNC Park

Thursday, May 11th 2023

MediConnect Webinar

Tuesday, April 25 2023

Oktoberfest

Wednesday, September 7th 2022

Gateway Clipper Fleet Dinner Cruise

Thursday, October 3rd 2019

Glass Blowing Workshop at Pittsburgh Glass Center

Saturday, May 25th, 2019

Walking food tour of Brookline with 'Burgh Bits & Bites Food Tours

Saturday, October, 20th 2018

Italian Cooking Class at Instituto Mondo Italiano

Friday, May 25th, 2018

Learn to brew beer at Copper Kettle Brewing

Friday, August 25, 2017

Walking food tour of Lawrenceville with 'Burgh Bits & Bites Food Tours

Saturday, May 13, 2017

Educational Seminars - Introduction to Estate Planning & The Basics of Estate Administration by Philip Goldblum

May 25th, 2017

Educational Seminars - Planning for Health Care Costs by Carlo Cordasco

August 13th, 2018 

We Educate And Empower Our Clients

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