Upcoming Events

We’re committed to helping you make informed decisions about your financial future.
We invite all clients, referrals and visitors to attend our events.

Synergy Financial Services Educational Workshops

Throughout the year, the Synergy Group hosts many public workshops at local restaurants designed to benefit YOU. These educational, town hall-style meetings serve as great opportunities to meet potential new clients, engage with them, and educate on important topics that are crucial to understanding and planning an effective retirement for you and family.

Since 1988, the workshops have not only been an integral way to grow business, they have been crucial in forming and developing relationships. The Synergy Group is not your ordinary financial firm; we pride ourselves on fortifying lasting relationships and we truly enjoy interacting with our clients.

Be sure to check out our upcoming schedule of workshops and call the numbers listed below to register for one in your area or call us at 412-673-7760 for more information.


Baby Boomer Retirement Class
Instructor: Jason Laux
Dates: Tuesday, May 9; Tuesday, May 16; Tuesday May 23
Times: 6-8 pm
Location: Norwin Public Library, 100 Caruthers Ln, Irwin, PA 15642


Baby Boomer Retirement Class
Instructor: Terry Judy
Dates: Tuesday, May 16; Tuesday, May 23; Tuesday, May 30
Times: 6-8 pm
Location: Upper St. Clair Community Center, 1551 Mayview Rd, Upper St Clair, PA 15241



Mitchell’s Fish Market
Location: The Waterfront, 185 W Waterfront Dr, Homestead, PA 15120
Date: Thursday, April 27
Times: 3:00 pm AND 6:30 pm


Bravo! Cucina Italiana
Location: The Waterfront, 250 West Bridge St, West Homestead, PA 15120
Date: Monday, May 1
Times: 6:30 pm


Please call the following number to register for these workshops: 800-955-0183


Register for a Seminar!

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