Events
At Park Avenue Wealth Management, we make every effort possible to help educate our clients and the local community. This page will provide information on events that we are hosting throughout the year. Please check back frequently because we are always adding new events! Thank you for visiting and we hope to see you throughout the year!
Upcoming Events
Summer Moxie Mixer
If you're juggling kids, career, and life, without self-care, don't miss this timely gathering at the beautiful Olde Spitfire Grille in South Greensburg, PA.
Past Events
May 25, 2023
5:30p - 7:30p
Greensburg Country Club
Estate Planning Essentials
Our special guest speaker is Attorney Jessica Rafferty, join us for an evening of important legal information regarding wills, estates, and trusts.
April 19, 2023
5:30p - 7:30p
The Olde Spitfire Grille
Let's Talk Money with Beth Caldwell and Lisa Krall
Professional women who live and work in Greensburg, Latrobe, and Ligonier are invited to attend the Spring Moxie Mixer at The Olde Spitfire Grille in Greensburgh on April 19th. See you there.
January 25, 2023
6:00p - 8:00p
The Olde Spitfire Grille
Attract More Customers With A Strong Brand Story
With the start of 2023, this is your chance to reconnect with women leaders in the area and learn educational skills. We welcome Matt Fridg to speak to us on how to, Attract More Customers With A Strong Brand Story. A cash bar and food is available in addition to your complimentary drink with ticket purchase. Registration is required and limited seating is available.
November 22, 2022
11:00a - 6:00p
Park Avenue Wealth Management
Thanksgiving Pie Registration
A client appreciation event hosted by Park Avenue Wealth Management. Each family will receive a complimentary pie from a hand-picked local bakery. This event celebrates Park Avenue Wealth Management's gratitude to clients, friends, and family who support them.
August 24, 2022
6:00p - 8:00p
The Wooden Loft - Greensburg
Wine-down Wednesday
Join us for an evening of wine and DIY workshop projects at The Wooden Loft Greensburg. It will be an evening of networking and fun!
May 20, 2022
12:00p - 1:00p
ZOOM
May Masterclass: Investing For Impact
Join Lisa as she talks about investing for positive impact. In this 1 hour presentation, we will touch on what is impact investing, the differences between SRI and ESG investing focuses, how to be intentional when choosing investments and what to look for in a Financial Advisor. Get registration details and sign up here.
March 30, 2022
6:00p - 8:00p
Tapped - Brick Oven and Pour House
Foundations of Flourishing: 6 Habits that will make you your Healthiest!
After a long winter season, this is your chance to re-connect with women leaders in the area. We are moving into 2022 with a plan! We welcome Niki Campbell to speak to us on important pillars we can create for our personal wellness. A cash bar is available in addition to your complimentary drink, and food. Registration is required and limited seating is available.
January 26, 2022
6:00p - 8:00p
Tapped - Brick Oven and Pour House
Manifest your Dream Life: Vision Boarding for 2022
After a long fall season, this is your chance to re-connect with women leaders in the area. We are starting 2022 with a vision! We welcome Amy Walsh to direct us in proper vision board planning and completion. A cash bar is available in addition to your complimentary drink, and food is available. Please register now. Reservation is required and limited seating is available.
December 15, 2021
5:00p - 8:00p
Park Avenue Wealth Management
Pop-Up Holiday Shoppe
Come visit Park Avenue Wealth Management for a fashion and holiday shopping event. We will have Kiya Tomlin's new X Steelers fashion line and other local vendors. This event is open to the public.
May 14, 2021
12:00p - 12:45p
Online; attend from your home or office computer
Permission To Prosper: SEP vs. SIMPLE IRA. What Plan Is Best For Your Small Business?
Join this webinar to learn about the different between two of the most popular small business retirement plans.
April 23, 2021
12:00p - 1:00p
Your Computer
Permission to Prosper: A Workshop For Pittsburgh Professional Women
Join Lisa as she talks about investing with Pittsburgh Professional Women. In this 1 hour presentation, we will touch on how to love investing, understanding market volatility, how to prepare your finances for retirement and what to look for in a Financial Advisor. Get registration details and sign up here.
February 19, 2021
12:00p - 1:00p
Online; attend from your home or office computer
How To Love Investing - Permission to Prosper Web Series
During this lunchtime webcast, CERTIFIED FINANCIAL PLANNER (TM) Lisa Krall will help you gain the knowledge you need to fall in love with investment planning. Click the registration button on the right to receive the access information, then watch your email and save the date.
January 15, 2021
12:00p - 1:00p
Zoom Link Will Be Sent After Registration
Is It Time to Divorce Your Financial Advisor? - Permission to Prosper Web Series
During this lunchtime webcast, CERTIFIED FINANCIAL PLANNER; Lisa Krall; will discuss the process of changing your financial advisor. Click the registration button on the right to receive the access information, then watch your email and save the date.
December 11, 2020
12:00p - 1:00p
Zoom Link Will Be Sent After Registration
Permission to Prosper Web Series - Preparing Your Finances For 2021
During this lunchtime webcast, CERTIFIED FINANCIAL PLANNER(TM) Lisa Krall, will share her best year-end financial planning tips. Click the registration button on the right to receive the access information, then watch your email and save the date.
November 13, 2020
12:00p - 12:45p
Zoom Link Will Be Sent After Registration
Permission to Prosper Web Series - Intelligent Investing During a Volatile Market
During this lunchtime webcast, CERTIFIED FINANCIAL PLANNER™ Lisa Krall will share her best tips to make smart investment decisions during uncertain times.
November 11, 2020
6:00p - 7:00p
Hempfield Township Municipal Building
Transition into Retirement
Learn more about making a successful transition into retirement today!
October 28, 2020
6:00p - 7:00p
Hempfield Township Municipal Building
Financial Planning for Families with Special Needs
Planning for the personal and financial needs of a loved one who has a disability or special needs may seem overwhelming. While the process may not be easy, it doesn't have to be difficult. Join us to discuss the basics of special needs planning and talk about some strategies that may be appropriate for your situation.
August 26, 2020
6:00p - 7:00p
Hempfield Township Municipal Building
5 Smart Investing Strategies
When it comes to investing, there's no shortage of theories and approaches. Join us to review five strategies and learn how they can help guide your approach to the financial markets.
July 29, 2020
6:00p - 7:00p
Hempfield Township Municipal Building
College Planning 101
Why do you need to start saving for college now? The answer is in the high cost of education. Join us to look at different tax-advantaged ways to save for college and examine the role of financial aid.
June 24, 2020
6:00p - 7:00p
Hempfield Township Municipal Building
Financial Planning for Families with Special Needs
Planning for the personal and financial needs of a loved one who has a disability or special needs may seem overwhelming. While the process may not be easy, it doesn't have to be difficult. Join us to discuss the basics of special needs planning and talk about some strategies that may be appropriate for your situation.
May 27, 2020
6:00p - 7:00p
Hempfield Township Municipal Building
Plan Now for the Life You Want in Retirement - Cancelled
Do you want to invest in your employer-sponsored retirement plan but don't know where to start? Join us to learn why your plan can be such an important tool for savings and discuss how to choose from the investments that may be available to you.
March 18, 2020
4:30p - 6:00p
J. Corks
Winter Wine-Down with The Moxie Women's Network
This is your chance to shake off winter, get ready for spring and re-connect with women leaders in the area. Appetizers will be provided by Park Avenue Wealth Management. A cash bar is available with happy hour specials beginning at 4 pm. Please register now. Reservation is required and limited seating is available. About Moxie: The Moxie Women’s Network is a networking and empowerment organization for professional women and leaders in Greensburg, Ligonier, and Latrobe. Our mission is to connect women leaders women and build professional relationships throughout Westmoreland County.
February 26, 2020
6:00p - 7:00p
Hempfield Township Municipal Building
Protecting Those who Matter Most
Life insurance can help your loved ones avoid drastic changes in lifestyle in the event of your passing. During retirement, life insurance can be positioned to offer additional tax and estate benefits. Join us to learn how to best position life insurance in your financial future.
January 29, 2020
6:00p - 7:00p
Hempfield Township Municipal Building
An Inside Look at Retirement
What will your life look like in retirement? The earlier that you determine a strategy for your future, the sooner your goals and dreams for retirement become a reality. join us to get your retirement plans on the right track.
November 20, 2019
6:00p - 7:00p
Hempfield Township Municipal Building
Transition into Retirement
Learn more about making a successful transition into retirement today!
November 19, 2019
6:00p - 7:00p
Christ Our Shepherd Center
The Life-Changing Power of Gratitude: A Moxie Women's Network Event
Register Here! In this insightful, inspirational and humorous keynote Carol shares that gratitude is one of the most powerful forces in the universe. Living a life of gratitude and appreciation is a game-changer. When we show appreciation for what we already have, it automatically draws more of what we are grateful for to us.
October 23, 2019
6:00p - 7:00p
Hempfield Township Municipal Building
Planning for Long Term Care
Learn more about Long Term Care today!
September 25, 2019
6:00p - 7:00p
Hempfield Township Municipal Building
Invest in their Future - 529 College Savings
Learn more about saving for education!
September 24, 2019
6:30p - 8:00p
Christ Our Shepherd Center
"Appreciation Marketing: The New Norm" - A Moxie Women's Network Event
Life is about relationships.. period. The more one knows, likes and trusts you, the more they will want to be around you, buy from you and refer their friends to you. So what can YOU do to keep your relationships strong? What are YOU doing to stand out?
August 28, 2019
6:00p - 7:00p
Hempfield Township Municipal Building
Understanding the Financial Aspects of a Divorce
Learn the financial aspects of divorce.
July 31, 2019
6:00p - 7:00p
Hempfield Township Municipal Building
Expanding your Small Business with Retirement Plans
Basics of Small Business Retirement Plans
July 30, 2019
6:30p - 8:00p
Christ Our Shepherd Center
Nice Women Negotiate: A Moxie Women's Network Event
Women are natural negotiators, but they often avoid it. They fear looking "bossy", "pushy", or "aggressive". Fearing and avoiding negotiation can be harming you. What benefits and promotions have you missed out on because you have not asked? By strengthening your negotiating skills you’ll be able to stop looking at negotiation as a win/lose situation and instead see it as a tool to improve your life and business.
July 23, 2019
6:30p - 8:00p
Christ Our Shepherd Center
Nice Women Negotiate: A Moxie Women's Network Event
Women are natural negotiators, but they often avoid it. They fear looking "bossy", "pushy", or "aggressive". Fearing and avoiding negotiation can be harming you. What benefits and promotions have you missed out on because you have not asked? By strengthening your negotiating skills you’ll be able to stop looking at negotiation as a win/lose situation and instead see it as a tool to improve your life and business.
June 26, 2019
6:00p - 7:00p
Hempfield Township Municipal Building
Why you Want your Retirement Plan in Writing
Discover the importance of your financial plan in writing.
May 29, 2019
6:00p - 7:00p
Hempfield Township Municipal Building
Countdown to Retirement
Basics of retirement planning.
May 28, 2019
6:30p - 7:30p
Christ Our Shepherd Center
May Moxie Event - Leaders' Language
Leaders' Language: How to Attract People and Opportunities
April 24, 2019
6:00p - 7:00p
Hempfield Township Municipal Building
Estate Planning Basics
Estate planning is an important part of everyone’s lives; whether you are single, married, divorced, or if you have children.
March 27, 2019
6:00p - 7:00p
Hempfield Township Municipal Building
Roth IRA Conversion
Roth IRA conversion basics
March 26, 2019
6:00p - 7:00p
Christ Our Shepherd Center
Writing Essentials for Professional Women
• The basics for writing about your business • Writing about yourself • Specific info about different types of writing we usually do • Web • Bio • Social Media • Blog/Articles • Emails
February 27, 2019
6:00p - 7:00p
Hempfield Township Municipal Building
Special Needs Planning
Basics of special needs planning
January 30, 2019
6:00p - 7:00p
Hempfield Township Municipal Building
Introduction to Investing
Discussion of basic investment planning.
January 24, 2019
6:00p - 7:00p
Pheple Federal Credit Union
Retirement Planning for Small Businesses
At this event you will understand basic small business retirement plan options, learn the benefits of installing a retirement plan, and learn how to get your plan started!
January 22, 2019
6:00p - 7:30p
Christ Our Shepherd Center
Moxie Women's Networking Event - Katie Mazzocco
How to Save Two Hours a Day in Your Business