Confluence Financial Partners

In the next two years, you’re going to hear a lot about estate taxes and estate tax exclusion. In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Gregory Weimer, CFP®, CPA, President and COO, and Randy Holcombe, CFP®, Director of Wealth Planning, to discuss “Estate Taxes: What You Can Control.” Tune in to hear Greg, Gregory and Randy discuss the “recipe” for giving to your heirs without overpaying in taxes. Listen to the episode here 🔗https://hubs.la/Q02J5yHP0

Although many of us have good intentions when it comes to prioritizing physical, mental and emotional health, the necessary action of consistency with establishing new habits to support these categories doesn’t just happen overnight. Consider this encouragement to start where you are. Read the article at the link 🔗 for tips from our dietician, Sarah Rupp MS, RD, LDN on getting started. https://hubs.la/Q02GXsH-0

Whether you are a business owner offering a retirement plan to your employees or are an employee participating in a company sponsored retirement plan, managing the benefit & saving for retirement both can feel like an isolating process. Hear from Brian Stout, CRPS®, AIF® on how Confluence built a Standard of Care, designed to offer peace of mind to the employer, while supporting employees to make informed decisions to reach their financial & retirement goals by reading the article at the link 🔗 https://hubs.la/Q02FQB7G0

On this Fourth of July, let's pause and reflect on the gift of freedom we all enjoy. May we never take it for granted - Happy 4th of July! 🇺🇲

Hear from our Chief Investment Officer, Bill Winkeler, CFA, CFP®, on the June 2024 Market Recap. What's included: 🔹Month in Review 🔹Mega Concentration 🔹What's on Deck for July? Follow the link to read 🔗 https://hubs.la/Q02F9gBd0

Over the next 30 years, an estimated $70-$90 trillion is going to pass from the Baby Boomers to the next generation. This will be a transfer of wealth the likes of which the world has never seen and when it comes to legacy, the upcoming wealth transfer is an important issue for the majority of our clients. Hear from Randall Holcombe, CFP®, CDFA®, Director of Wealth Planning for four steps that you can take to help ensure that your legacy is secure by reading the article here 🔗https://hubs.la/Q02DzrkR0

In the latest episode of the Imagine That Podcast, Greg Weimer, host and CEO, sits down with Katie Montagazzi, CFP®, Director of Marketing, to discuss “Finding Opportunities in Life’s Transitions.” At Confluence, we strive to help our clients navigate life’s changes and turn challenges into opportunities. As such, Greg and Katie discuss “the river of change” and ways in which we can overcome the challenges that come with working through transitions in life and career. Tune in to learn how navigating life’s transitions well can help maximize your life and legacy. Listen to the episode here 🔗 https://hubs.ly/Q02Djwn_0

"By definition, an association is a link between two or more things. From a psychological standpoint, an association refers to a mental connection between ideas, feelings and sensations. So, what does this have to do with achieving good health?" Hear from our dietician, Sarah Rupp MS, RD, LDN, on how associations could be impacting your diet and lifestyle by reading the article here 🔗 https://hubs.la/Q02BK5pL0

Walk for Children's 2024 💜☀️ The Confluence Team was proud to walk for UPMC Children's Hospital of Pittsburgh Foundation this past weekend in Schenley Park. At this annual event, patients, families, physicians, employees, community members, and corporate partners join together in celebration, in honor, and in support of the children and families who have been cared for at UPMC Children's Hospital of Pittsburgh. We were honored to be a part of this special event which raised over $1M to support patients and families. Congratulations! 🏆

We are pleased to introduce a new Wealth Associate to the Confluence Financial Partners Team, George Epitropoulos George joins us from BNY Mellon and will be assisting clients and their families from our Sewickley office. Read more about George here 🔗 https://hubs.la/Q02z-vrh0