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FPA of Pittsburgh

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FPA of Pittsburgh

FPA members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals. FPA's individual members include:

Financial Planners
Accountants
Attorneys
Bankers
Charitable Giving Specialists
Insurance Agents
Stockbrokers
Money Managers
Investment Consultants
Broker-Dealer and Corporate Executives
Others Who Champion the Financial Planning Process
FPA Institutional Membership connects firms that support the financial planning process to the financial planning community.

10/29/2026

Take a look back at a few moments from the Forum, and tell us: what’s one insight or conversation that has stayed with you?

Thanks again to everyone who joined us for the 2026 FPA Pittsburgh Financial Forum at the Sechler Law Firm Education Center in Warrendale. You brought the curiosity, enthusiasm, and thoughtful questions that made the day so engaging.

Thank you to our speakers for their engaging presentations and to our guests for their thoughtful questions. Your expertise and participation made this year’s Forum a meaningful exchange of ideas.

10/28/2026

👋 Meet Anthony Semelka, one of the newest members of the FPA Pittsburgh community!

Anthony is a junior studying financial planning at Saint Vincent College. What draws him to the financial industry? The opportunity to learn something new every day.

After hearing about FPA through the Financial Plan Challenge, Anthony joined to connect with and learn from fellow financial planning professionals. Outside the classroom, he enjoys traveling and meeting new people, so we're excited to help him make new connections right here in Pittsburgh!

A favorite piece of advice he shared comes from Jim Dornan of Janney Montgomery Scott: “Price is only an issue in the absence of value.”

We're thrilled to have Anthony as part of FPA Pittsburgh. Please join us in giving him a warm welcome!

10/23/2026

Thank you to everyone who joined us yesterday at FPA Pittsburgh's biggest event of the year. The room was full of energy all day: real conversations, meaningful connections, and a lot of learning from industry experts and visionaries.

A huge thank you to all of our speakers for bringing fresh perspectives on the future of financial planning, and to every attendee who showed up ready to learn, connect, and grow their network. You're what makes the FPA Pittsburgh community so strong.

We would also like to extend our sincere gratitude to the partners who made this year's Forum flourish.

Thank you to Sechler Law Firm for graciously opening its doors and hosting us at its Education Center. We are deeply grateful to Prudential, our Champion Sponsor, whose generous support helped bring this event to life. And a special thank you to John Hancock for serving as our Super CE Partner, helping our members continue their professional education. Your commitment to the FPA Pittsburgh community means a great deal to all of us.

We look forward to seeing you at the next one!

10/20/2026

Two days until the Forum. Tonight’s your last chance to register!

Step away from the day-to-day and spend Thursday with the FPA Pittsburgh community. The 2026 Financial Forum brings together expert speakers and fellow financial planning professionals for practical insights, fresh perspectives, and conversations worth making time for.

Come ready to learn, reconnect with familiar faces, and meet someone new. Then keep the conversation going at our end-of-day Happy Hour!

👉 Register now: https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

📅 Thursday, October 22, 2026
🕗 Forum: 8:00 AM to 4:00 PM
📍 Sechler Law Firm Education Center | Warrendale, PA

🚨 Super CE Registration Ends Tonight! Super CE registration closes at 12:00 AM tonight. Register for the Forum now to begin the registration process and complete your separate Super CE registration before it's too late!

Invite a colleague and make plans to join us!

10/19/2026

We’re excited to feature Brian Bresinger, President of MediConnect, at this year’s FPA Pittsburgh Financial Forum!

Brian will present “Medicare Made Simple: Understanding the 2027 Medicare Market,” sharing insights to help financial professionals better understand the evolving Medicare landscape and support their clients with confidence.

📅 Thursday, October 22, 2026
📍 Sechler Law Firm Education Center | Warrendale, PA

👉 Join us for a day of expert insights, practical takeaways, and meaningful connections! Register today: https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

10/16/2026

How can financial advisors lead client conversations that AI can’t replace? At the 2026 FPA Pittsburgh Financial Forum, Kyle DeBell will explore how advisors can move beyond information-sharing to create more meaningful conversations, stronger client engagement, and better decisions.

👉 Register today! https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

In his 30-minute working session, “How to Lead a Client Conversation That AI Can’t Replace,” Kyle will share practical ways to go deeper than surface-level goals, rethink traditional discovery conversations, and use questions and language you can put into practice right away.

If you’ve ever left a client meeting feeling like it went well but didn’t quite move things forward, this session will offer a fresh approach to making every conversation count.

10/15/2026

Just 7 days until FPA Pittsburgh’s biggest event of the year! Join us next Thursday for a full day of expert speakers, fresh perspectives, practical insights, and valuable networking with financial professionals from across the industry.

Make meaningful connections with fellow professionals, reconnect with familiar faces, and meet new peers.

🎓 Interested in Super CE?
Don’t wait! Registration closes October 20th. For just $25, earn 10 CFP® credits and up to 20 Pennsylvania Insurance credits. You must register for the Financial Forum first, then complete the separate Super CE registration that will be sent to your email following registration.

📅 Thursday, October 22, 2026
🕗 Forum: 8:00 AM–4:00 PM
📍 Sechler Law Firm Education Center | Warrendale, PA

The countdown is on! Don’t miss your chance to learn, connect, and invest in your professional growth.
👉 Register today: https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

10/14/2026

Welcome Ali Swart, CFP®, MBA, as a speaker for this year's FPA Pittsburgh Financial Forum!

Ali will present “The Lot: What a Family Business Taught Me About Wealth, Health, and Family Succession,” sharing six lessons drawn from her firsthand experience inside her grandparents’ family business.

👉 Register today: https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

She’ll explore business niching, personal wealth creation, key person risk, strategic adaptation, culture, and succession—and what these lessons can teach advisors working with business-owning families.

Advisors will gain a deeper understanding of the challenges these families face and the questions that can help shape the future of a family’s wealth and legacy.

10/13/2026

FPA Pittsburgh President John Link answers the question; why should you attend FPA's Financial Forum?

Since attending every year since 2017, John has experienced firsthand the value of reconnecting with familiar faces, meeting new peers, and building relationships that continue to grow year after year.

The Forum is more than a day of education—it’s an opportunity to strengthen connections across the financial planning community and make new ones along the way.

Another special thank-you to Tim Sechler and Sechler Law Firm for providing the beautiful space for this year’s event!

👉 Join John and your fellow financial professionals—register for the Forum today!
https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

10/12/2026

Get ready to hear from Brian, CFP®, CLU®, and RICP®, from HPK Provident Advisors, at the 2026 FPA Pittsburgh Financial Forum!at the 2026 FPA Pittsburgh Financial Forum!

Brian will present “Social Security Planning Opportunities,” exploring why Social Security is much more than simply deciding when to file.

His session will highlight practical strategies advisors can use with clients, including claiming strategies, spousal and survivor benefits, working while collecting benefits, and taxation. The focus will be on real-world planning conversations and opportunities advisors may overlook as clients transition into retirement.

🎟️ Register Now!
https://lp.constantcontactpages.com/ev/reg/9d6vnvb/lp/e1f29f69-f69c-4656-ae3a-4d7fd955bb58

Brian brings more than 25 years of experience working with financial advisors in the asset management industry. Social Security planning is a key focus, and for over a decade, he has trained professionals and helped thousands of investors make more informed retirement decisions.

Thursday, October 22, 2026
🕗 8:00 AM–4:00 PM
📍 Sechler Law Firm Education Center | Warrendale, PA

Address

200 Children's Way
Pittsburgh, PA
15212

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 5pm
Sunday	10am - 5pm

Website

http://www.fpapittsburgh.org/

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