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Events

Cottrill Arbutina Academy is series of informational classes provided so our community may be as educated as possible with objective, independent information.

The free presentations are held in our conference center at 535 Third Street, Beaver, PA. Refreshments will be provided. While space is limited, please feel free to bring a friend.

 

A Go-To Guide for Estate Planning Basics

May 14, 2019 11:45a - 1:00p Eastern Standard Time

Cottrill Arbutina Conference Center

Many view estate planning as something to be addressed later in life or only after they have accumulated substantial wealth. The reality is that anyone who owns a home, has children or contributes to a retirement account can benefit from a simple estate planning review.

 

A Go-To Guide for Estate Planning Basics

May 14, 2019 5:45p - 7:00p Eastern Standard Time

Cottrill Arbutina Conference Center

Many view estate planning as something to be addressed later in life or only after they have accumulated substantial wealth. The reality is that anyone who owns a home, has children or contributes to a retirement account can benefit from a simple estate planning review.

 

A New Approach to Paying for College

May 30, 2019 11:45a - 1:00p Eastern Standard Time

Cottrill Arbutina Conference Center

At a time when annual college costs are steadily increasing, placing greater financial burdens on families more than ever before, it’s critical that students graduate on time with manageable student loan debt. There is a new way to approach this issue, developed with a student’s parents/guardians, based upon six key tenets.

 

A New Approach to Paying for College

May 30, 2019 5:45p - 7:00p Eastern Standard Time

Cottrill Arbutina Conference Center

At a time when annual college costs are steadily increasing, placing greater financial burdens on families more than ever before, it’s critical that students graduate on time with manageable student loan debt. There is a new way to approach this issue, developed with a student’s parents/guardians, based upon six key tenets.

 

How to Invest Like a Woman

June 11, 2019 11:45a - 1:00p Eastern Standard Time

Cottrill Arbutina Conference Center

It may be surprising to know that 53 percent of women -- and 5 percent of women under 40 -- do not have a financial advisor. This is at a time when up to 45 percent of marriages end in divorce and when 90 percent of women will control their finances at some point in their lives without the involvement of a partner. Join Diane M. Gardner CFP®, CDFA® at the next Cottrill Arbutina Academy to learn more.

 

How to Invest Like a Woman

June 11, 2019 5:45p - 7:00p Eastern Standard Time

Cottrill Arbutina Conference Center

It may be surprising to know that 53 percent of women -- and 5 percent of women under 40 -- do not have a financial advisor. This is at a time when up to 45 percent of marriages end in divorce and when 90 percent of women will control their finances at some point in their lives without the involvement of a partner. Join Diane M. Gardner CFP®, CDFA® at the next Cottrill Arbutina Academy to learn more.

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