Client Events
Upcoming Events
Core Values Workshop
Wednesday, March 11th | 6:30pm
Beratung Advisors Education Center
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 or virtually on March 11th at 6:30pm EST.
4 Strategies for a Smarter College Search
Wednesday, April 15th | 6:30pm
Beratung Advisors Education Center
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.
Vision Day at Beratung HQ
Wednesday, January 6th, 2027 | 6-8pm
- 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
Past Events
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