Client Events

Upcoming Events

Core Values Workshop

Wednesday, November 19th, 2025

The Core Values Workshop is designed to help you and your family identify the principles that guide your decisions and shape your legacy.

Come and learn how to define your core values, leading to clarity and purpose for your family. Join us at Beratung headquarters on Wednesday, November 19th at 6:30pm.

Steelers Watch Party at Beratung HQ

Sunday, December 7th | 12:45 PM – end of game

Beratung Advisors Education Center

Come wave your Terrible Towel with us as we watch the Steelers take on the Ravens!

Chicken wings, pizza, and beer provided

Clients and families welcome — bring your black and gold spirit.

RSVP by Sunday November 30th. Limited to 40 signups.

Each client can bring 2 guests.

Register below to save your spot!

Pictures with Santa at Beratung HQ

Saturday, November 29th | 9:00 AM – 12:00 PM

Beratung Advisors Education Center

Did Yinz know that Santa isn’t just coming Dahntan he is also coming to Beratung!

We are hosting pictures with Santa for our clients to bring the whole family (children and grandchildren) for photos with Santa in our festive Education Center.

Skip the mall chaos and bring the kids (or grandkids) to our Santa Photo Day.

Clients will get a digital copy to use on social media, Christmas cards, or keep for memories and we will print out a polaroid style film copy for keep sake at the event. We will mail you a larger printed professional copy after the event to display in your proudly in your haus n’at.

Hot cocoa, holiday treats, and a joyful way to start the Christmas season.

Once you are registered our team will reach out to narrow down your expected arrival time to reduce your waiting.

Vision Day at Beratung HQ

Wednesday, January 7th | 6:00 – 8:00 PM

Beratung Advisors Education Center

What do you want 2026 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

Let’s make 2026 your best year yet — together.

Save your spot today.

Past Events

Core Values Workshop

Wednesday, October 8th, 2025

The Core Values Workshop is designed to help you and your family identify the principles that guide your decisions and shape your legacy.

Come and learn how to define your core values, leading to clarity and purpose for your family. Join us at Beratung headquarters on Wednesday, October 8th at 6:30pm.

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

Start making informed financial decisions today