Year-End Financial Planning Tips:
5 Ways to Simplify Your Financial Year-End
Financial Literacy is important for all of us. YOU help our students succeed, let Literacy Pittsburgh help you. Literacy Pittsburgh friend and financial guru, Pete Eberhart, has offered to present a brief workshop and conversation for our volunteers and supporters.
Please join us on-line for this financial literacy conversation.
Please register by September 16.
REGISTER HERE
Meet our Presenter
Peter D. Eberhart, JD, CFP®
Mr. Eberhart joined Henry H. Armstrong Associates in 2009 and now serves as Managing Director. He was previously with BNY Mellon Wealth Management where he was a Senior Director and First Vice President, providing sophisticated wealth planning solutions to ultra-high net worth families. Mr. Eberhart’s wealth planning background also includes several years as an attorney with K&L Gates, where he advised families and business owners in the areas of wealth transfer and philanthropy. He earned a bachelor’s degree from the University of Pennsylvania in 1992 and a JD and MBA from Emory University in 1998. He earned the Certified Financial Planner certification in 2005. Prior to graduate school, Mr. Eberhart served as an officer in the US Navy.
