We enjoy seeing you! That’s why Botkin Family Wealth Management hosts relevant, entertaining and meaningful client events throughout the year. Admission is always free but reservations are required. For more information or to make a reservation, contact us at (724) 941-1737 or [email protected].

Botkin-Palooza!

Celebrate summer with us on Monday, July 19, 2021 between 4:00 PM and 8:00 PM at North Strabane Park. Enjoy all you can eat on us from six delectable food trucks: Totopo Mexican, Caribbean Vybz, Burgh Bites by Brick and Mortar, Wood Stoked Oven Pizza, Mission Mahi and Graeter’s Ice Cream. A balloon artist, air brush tattoo artist and caricature artist will be on hand for your fun and entertainment, and lawn games will be out for some friendly competition. This event is open to clients, their children and grandchildren.  Please call the office for reservations.

Client conference calls

We took a hiatus from in-person events during the pandemic, but staying in touch was more important than ever.  To that end, in addition to our traditional one-on-one phone calls and the Zoom meetings that replaced in-person meetings for a while, we hosted conference calls, open to all clients, about various topics of interest.

June, 2021: What is cryptocurrency? Over the past year, we’ve received more and more inquiries from clients about cryptocurrency, especially Bitcoin. How does it work? What should I know about it? We want to keep you in the know, so we hosted this discussion to discuss cryptocurrency and blockchain technology.

February, 2021: Long term care insurance is a strategy to help protect your assets in the event you need long term care. During this discussion we shared information about different types of care, the average cost in our area, and what you can do to prepare for it.

January, 2021: Election results and 2021 outlook. During this call we offered an overview of the new administration’s proposed policies and their potential impact on your money.

September, 2020: The upcoming presidential election. During this nonpartisan discussion, we shared the candidates’ proposed policies, their potential effect on investors, and historical perspective about the impact of politics on the markets.

June, 2020: COVID-19 and its impact on the economy and markets. This was an open discussion to address your questions and concerns.

May, 2020: COVID-19 and its impact on the economy and markets.

April, 2020: We were excited to offer clients the opportunity to join Dr. Sanjay Gupta on a webcast this month to discuss what everyday life may look like as we plan for a post-pandemic world. We thank our partners at American Century for extending us this unique opportunity to connect our clients with Dr. Gupta for advice and assurance during this tumultuous time.

 

OTHER PAST EVENTS

Our past client events have included:

 

Yes! You Can Raise Financially Aware Kids.

At Botkin Family Wealth Management, we know that your financial well-being is of the utmost importance to a happy, secure life.  And we know that you want the same for the young people you care about. During this program, we discussed what kids from preschoolers to teens need to know to be financially successful and how you can best share this important information with them at different ages.

 

Market Insights

Botkin Family Wealth Management is proactive when it comes to addressing client concerns about the markets.  During this period of volatility, we gathered to offer perspective on the markets over time, what to expect moving forward, and to address questions and concerns.

 

Market Know-How: Insights and Implementation 

Botkin Family Wealth Management welcomed Sean Lally, Regional Director at Goldman Sachs, for a discussion of the markets and the economic outlook.

 

Understanding Retirement Health Care Expenses

Botkin Family Wealth Management welcomed guest speaker Ed Weingartner, Regional Vice President with Ohio National Financial Services, for a discussion about Medicare.  During this program, we learned about the different parts of Medicare, including what they cover and cost.  In this interactive presentation, we discussed factors to consider as you compare various plans, as well as the logistics of signing up for Medicare.  We reviewed case studies that illustrate how couples of various circumstances handle the cost of insurance during retirement.  

 

Risk Revision: Embracing risk as an opportunity

Botkin Family Wealth Management welcomed guest speaker John Manley, Chief Equity Strategist with Wells Fargo, for this informative and interactive presentation.

The way forward is to remember that risk can be an investment opportunity – though risk needs to be managed. By revising how you think about risk and opportunity, you have the potential to better align your investment decisions with your goals and gain confidence in your portfolio strategy. Mr. Manley discussed opportunities in world and U.S. economies and answered questions from our attendees.

 

Securing Your Retirement: A Special Seminar on Social Security

As you approach retirement, it is more important than ever to understand the role that social security benefits can play in your overall retirement income plan.  This program covered:

  • How social security benefits work for you and your spouse
  • When and how to start receiving social security benefits
  • Opportunities to increase your benefits throughout retirement

Botkin Family Wealth Management welcomed guest speaker Rob Kron, head of retirement education for Blackrock, to present this interactive and informative program.

 

How to Feel Like a Million Bucks

Your financial well being is important to living your best life. But what’s even more important? Your health, of course. We hosted a lunch-and-learn event with Susan Ceklosky, licensed sports nutritionist and owner of Positively Fit U, to discuss three simple strategies you can implement today to look and feel better.