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 800-955-0183 for more information.

Classes

Baby Boomer Retirement Class
Instructor: Roy Laux
Dates: Monday, July 10; Monday, July 17; Monday, July 24
Times: 6-8 pm
Location: Community College of Allegheny County South, 1750 Clairton Rd, West Mifflin, PA 15122

Rejuvenate Your Retirement Class
Instructor: Jason Laux
Dates: Tuesday, July 11; Tuesday, July 18
Times: 1-3 pm
Location: Community College of Allegheny County Boyce, 595 Beatty Rd, Monroeville, PA 15146

Baby Boomer Retirement Class
Instructor: Roy Laux
Dates: Saturday, July 15 & Saturday July 22
Times: 9:15 am – 12:00 pm
Location: Community College of Allegheny County South, 1750 Clairton Rd, West Mifflin, PA 15122


Workshops

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

Rockwell’s Red Lion
Location: 201 S 2nd Avenue, Elizabeth, PA 15037
Date: Tuesday, August 1
Times: 6:30 pm

Atria's
Location: 8865 Norwin Avenue #30, Irwin, PA 15642
Date: Monday, August 7
Times: 3:00 and 6:30 pm

The Nest
Location: 407 Clay Avenue, Jeannette, PA 15644
Date: Thursday, August 10
Times: 6:30 pm

Please call the following number to register for these workshops: 1-800-955-0183



Register for a Seminar!

Get access to your complimentary consultation with a retirement advisor and receive your free downloadable retirement kit today.



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Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. (“GFIS”). Synergy Group Inc., GFPC and GFIS are not affiliated entities. One or more individuals at Synergy Group, Inc. are registered as investment adviser representatives of GFPC with certain state securities divisions. The[se] investment adviser representative[s] receive[s] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Synergy Group Inc. clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at http://gf-pc.com or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”). One or more individuals at Synergy Group Inc. are registered representatives of GFIS and receive[s] compensation in exchange for the purchase or sale of securities.

In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure or engaging in certain brokerage services as registered representatives of GFIS, individuals associated with Synergy Group Inc. and the Synergy Group Inc. itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Synergy Group, Inc. and are not endorsed, provided, offered or supervised by GFPC or its affiliates.

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