Imagine That

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Rachel White, Development & Communications Manager at South Hills Interfaith Movement (SHIM). Together, they dive into the heart behind “Confluence Coats for Kids,” an initiative aimed at providing children with a crucial yet often overlooked necessity: a warm coat.As parents, friends, and members of a community, we all strive to equip our children with the tools for success. Sometimes, it begins with something as simple as a warm coat. Last year alone, SHIM distributed over 200 winter coats, yet still fell short of meeting the full need. That's where we hope to step in, collecting winter coats and cold weather gear to ensure that no child in our community goes without this essential item.Join us on Friday, October 4th from 12pm – 4:30pm at our McMurray office where we will collect winter coats and cold weather items (hats, gloves, mittens, etc.) for our community.  We look forward to making an impact together!

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."In the next two years, you're going to hear a lot about estate taxes and estate tax exclusion. Greg, Gregory and Randy discuss the "recipe" for giving to your heirs without overpaying in taxes.Tune in to learn how Estate Tax Planning can help you maximize your life and legacy.

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. 

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Bill Winkeler, CFA, CFP®, Chief Investment Officer, for a “peak under the tent” of our Investment Advisory Committee. At Confluence, we believe that the portfolio is the engine that powers our clients' financial plans. As such, Greg and Bill discuss the multi-perspective management approach that is weaved into the Investment Advisory Committee, global events that have impacted the market, and the changes we've seen in the types of investment offerings available in recent years.Tune in to gain valuable insights on how Confluence is navigating the complex financial landscape to help improve outcomes for clients and their families. 

Join us for an insightful conversation with Greg Weimer, CEO, and the newest members of the Confluence Financial Partners Team:                 Rande Casaday, MBA | Wealth Manager                Paul Frey, CIMA, CFP® | Wealth Manager                Mike Touscany, CFP® | Wealth Manager Rande, Paul, and Mike discuss the reasons for which they are excited to be a part of the team – including the culture of Confluence, access to local resources and expertise, and how a daily focus of “How can we add massive value to our clients?” will make an impact in both the short and long-term. If you have questions or would like to connect with Rande, Paul, or Mike, please find their contact information below.                Rande.Casaday@ConfluenceFP.com | (412)815-4730                Paul.Frey@ConfluenceFP.com | (412)815-4738                Michael.Touscany@ConfluenceFP.com | (412)815-4740

Join us for an insightful conversation with Greg Weimer, CEO, and Katie Montagazzi, Director of Marketing, as they discuss the transformative power of constant improvement and the pivotal role of coaching in personal and professional development. Greg reflects on the dichotomy of progress versus stagnation, emphasizing that in life, there is no neutral ground – you're either advancing or regressing. Through Greg's experience with both formal coaches and informal mentors, experiences, and books  – he shares insights into the multifaceted benefits of coaching and the desire to evolve and improve. Tune into this episode for an insightful exploration of the joy found in progress and discover how coaching can unlock your potential in business and beyond. 

At Confluence Financial Partners, we believe in the holistic well-being of our clients and their families. We're pleased to share our latest podcast episode focusing on the essential and sometimes overlooked area of children and adolescents' mental health. Join our Host and CEO, Greg Weimer, and special guest Maddy Weimer, LPC, a Licensed Professional Counselor specializing in child therapy, as they explore practical strategies for supporting the mental resilience of young people. This insightful conversation is not only for parents but also for educators, caregivers, and anyone committed to nurturing mental strength in the next generation. Discover valuable insights and practical application that can make a real difference.---------------------------------------------------------------Disclaimer: This podcast offers educational insights from a Licensed Professional Counselor with expertise in child therapy. It is a supplementary resource and not a substitute for personalized advice from a medical professional familiar with an individual's health history. Confluence Financial Partners is not affiliated with or endorsing the speaker's place of employment. Confluence Financial Partners is not being compensated for any individual who opts to seek assistance from the speaker or her place of employment.

Join our host and CEO, Greg Weimer, for a discussion around second home ownership. In this episode, we discuss some of the considerations surrounding the purchase of a second home, from the initial expense to ongoing carrying costs like housekeeping, maintenance, and even the logistical aspects such as travel that are sometimes overlooked.But it's not all about the financials. Greg also touches on the invaluable investment in family memories and the joy of creating lasting experiences. Whether you are considering an oceanside getaway or a warm cabin in the mountains, tune in to gain insight and discover if a second home is the right decision for you.

Join host and CEO, Greg Weimer, as he speaks with our COO, Gregory Weimer, CFP® , CPA, and Director of Wealth Planning, Randy Holcombe, CFP® about the significance of planning around wealth transfer. Whether you are growing and developing in your career, or contemplating the legacy you'll leave behind in the latter stages of life, we hope this discussion sheds light on the impact of estate planning and effective communication.Tune in and discover how these elements can shape not only the inheritance for your heirs, but also the enduring legacy you'll leave for generations to come.

Join us for a conversation with our Dietitian, Sarah Rupp MS, RD, LDN, on how to fuel your body with nutrition!In today's fast-paced world, whether you're a dedicated business owner, a loving parent, or a high-performing athlete, one thing remains constant – the need to prioritize your health. But let's face it, navigating the landscape of nutrition can be a daunting task. Join us as we demystify the complexities of nutrition and provide practical insights to fuel your life.Connect with us: https://www.linkedin.com/company/confluence-financial-partners/https://www.facebook.com/confluenceFPhttps://www.instagram.com/confluencefp/Disclaimer: The information provided in this episode is for educational/informational purposes only and should not be considered a substitute for professional medical advice or consultation with a healthcare professional.

Confluence Financial Partners is committed to building a firm that endures - respecting our roots and striving to live our mission today and in the future: Maximizing Lives and Legacies.In this episode, Greg Weimer, CEO, and Katie Montagazzi, CFP®, Director of Marketing, discuss the practice of envisioning what Confluence needs to look like in the future to best serve clients and the steps we are taking today to get there. Join us for this conversation and visit our website to learn more: http://ConfluenceFP.comConnect with us:https://www.linkedin.com/company/confluence-financial-partners/https://www.facebook.com/confluenceFPhttps://www.instagram.com/confluencefp/

In August of 2019, Confluence CEO, Greg Weimer sat down with a few of the firm's younger associates to get their perspectives on wealth management, workplace culture, and life. Since that time, much has changed. In this episode, we catch up with those same professionals: Randall J. Holcombe, CFP®, Director of Wealth Planning; Katie Montagazzi, CFP®, Director of Marketing and Communication; Gregory Weimer II, CFP®, CEPA, Chief Operating Officer; and Chuck Ziants, CFP®, Wealth Manager. Join us as explore how Confluence has evolved, examine some of the reasons behind the firm's success, and look ahead as we continue to improve and innovate on behalf of our clients.

Some investments serve a higher purpose. In this episode, you'll learn about Folds of Honor, an organization that gives back to a community to whom we owe an unpayable debt. Since 2007, Folds of Honor has provided scholarships to the families of America's killed or disabled soldiers. Join host and Confluence Financial Partners CEO, Greg Weimer, as he interviews Gold Star Wife Tiffany Eckert. Tiffany shares her story and the impact Folds of Honor has had on her and her families lives after the passing of her husband, Andy Eckert.To all of our military heroes, veterans, and those like Andy who gave the ultimate sacrifice, we say thank you. We are forever grateful for your service to this great country.

Some investments serve a higher purpose. In this episode, you'll learn about Folds of Honor, an organization that gives back to a community to whom we owe an unpayable debt. Since 2007, Folds of Honor has provided scholarships to the families of America's killed or disabled soldiers. Join host and Confluence Financial Partners CEO, Greg Weimer, as he interviews Folds of Honor–Western Pennsylvania board member Crystal Popella (Episode 27) and Gold Star Wife Tiffany Eckert (Episode 28). You'll hear their stories and learn about the incredible impact Folds of Honor has made in the lives of military families across the nation. You'll also find out how you can turn passion into action by becoming a part of this important mission.Please join us for the 1st episode of this 2 episode series. 

Join Confluence Financial Partners CEO, Greg Weimer, along with Confluence Director of Marketing and Communication, Katie Montagazzi, CFP®, for an inspiring conversation on goal planning and the importance of living an intentional life. In this episode, Greg will share his strategies for becoming the “architect of your future” and how to develop the ability to turn “someday” into “today.” For individuals and business owners who would like to build discipline and focus in aligning your day-to-day activities with your long-term goals, this is an episode that can help you get there.

What does it take to succeed in an increasingly technology-driven world? Adaptability. Curiosity. Resilience.In this episode, you'll learn how smart businesses navigate change and technological disruption by innovatingand evolving. Join host and Confluence Financial Partners CEO, Greg Weimer, as he interviews Darrin Grove,founder and CEO of Truefit, a Pittsburgh-based software development company. Darrin will share his storyand his experiences building a business along with practical advice for developing your network into athriving ecosystem to gain (and give) support, mentorship, and guidance. You'll also hear about actionablestrategies for networking and the importance of resilience — along with the exponential impact a wellplannedlegacy can have on the world. For anyone interested in personal growth, strengthening your network,or adapting to change, do not miss this episode.

How do you cap off a lifetime of hard work? With many people retiring healthier, heartier and wealthier than generations before us, retirement can be a chance for adventure, an opportunity to make the most of the next chapter of our lives. In this episode, host and Confluence Financial Partners CEO, Greg Weimer, introduces us two people living out an extraordinary retirement. Meet Pat and Michelle, whose skillful retirement planning has given them the freedom and flexibility to follow their hearts — all across the U.S. For anyone who has ever considered following a different retirement path, don't miss this episode.

An estimated 1 in 5 U.S. adults experience mental illness each year*. But 5 out of 5 adults need to take care of their mental health. On this episode, host and Confluence Financial Partners CEO, Greg Weimer, welcomes Julia Broglie to the podcast. Julia is an entrepreneur and co-founder of BroglieBox, a subscription service that delivers thoughtfully curated self-care packages to help those with mental health challenges. Julia addresses her own experiences as a young adult losing her brother to suicide when he was just 24 — andhow it inspired her to make a difference in the lives of others. You'll learn about dealing with the devasting impact of suicide, hear practical advice for supporting loved ones who are struggling and learn about tools, tips and resources for self-care. For anyone affected by mental health issues or who could benefit from some new self-care strategies, this episode could be a gamechanger.

Though the market changes, our commitment to clients does not. Our Chief Executive Officer, Greg Weimer and Director of Investments Bill Winkeler give you an update on the current market and share insights on how to navigate these times.

In the U.S. alone, it's estimated that $59 trillion will transfer from generation to generation by 2061. But a legacy is far more than zeros and commas. Your legacy isn't just the assets you leave, but also the life that you live, the moments you share, and the values you instill. In this episode, Greg explores the true meaning of legacy — and how you can use the Plan, Live and Give strategy to be the architect of your legacy and have a positive, purposeful and authentic impact on the world.

Confluence Financial Partners was created to set a higher standard of financial planning for our clients. How do we achieve it? By hiring the best and brightest talent. Introducing one of our newest Wealth Managers, Brian Ripley. Brian brings more than two decades of financial services experience to the Confluence family, along with a growth mindset and passion for helping our clients — and our firm — continue to thrive. Tune in to find out why Brian chose Confluence and learn about his plans for building a team to better serve our clients. If you're interested in how Confluence attracts, retains and develops the best talent — or looking for tips on cultivating a mindset of continual improvement — this episode is sure to deliver.

 Meet Dr. Ben Sorensen, leader, entrepreneur, author, lawyer, soldier, and coach. As a renowned provider of leadership training, sales training and executive coaching, Ben has extensive experience helping individuals overcome obstacles, elevate their performance, and achieve their greatest goals. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he and Dr. Sorensen discuss the benefits of coaching, how to be “coachable,” and how to coach others. For anyone looking to make improvements — in any discipline — and become the best versions of themselves, this episode can help you get there. 

Welcome to the “Imagine That” Podcast, the only podcast dedicated to helping you maximize your life and your legacy. Join host Greg Weimer, as he explores the many ways people can unlock their best selves through candid conversations with some exceptional guests — from physicians and financial planners to athletes and educators. It's like having a cup of coffee with some of the most interesting and successful individuals around. Imagine that.

If everyone kept their New Year's resolutions, we'd all be in great shape. Unfortunately, our goals for the new year are often forgotten by February. Meet Eric Zalewski, fitness expert and personal trainer at St. Clair Country Club, who has a few tips to help you stay on track with your goals, not just for fitness in 2022, but any major change you want to make, for your whole lifetime. Join host and Partner of Confluence Financial Partners, Greg Weimer, as they discuss strategies for maintaining discipline in the best investment you can ever make — an investment in yourself.

Prepare your heart for the holidays with this very special Thanksgiving episode. Join host Greg Weimer as he explores the world-changing power of gratitude. Greg will share how maintaining a gratitude mindset has helped him maximize his own life and legacy and offer a few simple strategies to help you feel more grateful more often. If you're interested in learning how gratitude can improve your life or how to feel more grateful — on Thanksgiving and all year round — tune in. After all, we can all use a little heartwarming around the holidays. 

 What does it take to “make it”? How do you build a personal brand? What is the true definition of wealth? Tune in to find out about these subjects and more as host and Partner of Confluence Financial Partners, Greg Weimer, interviews radio personality, Jonny Hartwell. You'll find out how the legendary DJ got his start, how he took the 3WS Morning Show from #11 to #1 in the ratings, how the medium has evolved, and his most memorable celebrity interviews. You'll also gain insights into building a personal brand (and why it's important for everyone, even to those outside of show business) and what it takes to build a successful business. If you are interested in meeting the man behind one of Pittsburgh's most iconic voices — or discovering the real meaning of “making it” — don't touch that dial. 

Choosing the right healthcare plan can be difficult, but the alternative — not having the right health plan can be much more costly. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he interviews health insurance sales manager Bret Semonian on navigating your healthcare choices — whether you're selecting an employer-sponsored plan, buying individual coverage through the Health Insurance Marketplace, or trying to understand your Medicare options. Find out about so-called “donut hole” gaps in Medicare drug coverage, learn about Pennie, PA's state-sponsored health insurance program, and get helpful tips to avoid common pitfalls in choosing a health plan. If you or a loved one is wondering where to start with evaluating your healthcare options, this is the place.SOURCES1) Congressional Research Service, 20212) Business Insider, as cited by PolicyAdvice.net3) Kaiser Family Foundation, Employer Health Benefits Survey, 20193) Kaiser Family Foundation, 20194) The Balance, 2021

Promoting a child's mental health can help set them up for a lifetime of well-being. Unfortunately, too often children's developmental and behavioral health needs go unaddressed — and those that do seek care have a difficult journey navigating through fragmented and inaccessible services. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he interviews fellow Children's Hospital Foundation board member, Vanessa Morehouse, and Dr. Justin Schreiber, pediatrician, and child psychiatrist at Children's Hospital of Pittsburgh. They discuss the steps parents can take to recognize and address issues with mental health, as well as introduce UPMC Children's new behavioral health medical home pilot, Whole Child Wellness Clinic — a philanthropy-driven, first-of-its-kind clinic that could revolutionize pediatric behavioral health care, minimize stigma, and lessen the burden on families. If you or a loved one is raising a child — or you are interested in how investing in pediatric mental health today can yield a cascade of benefits for our community tomorrow — you will not want to miss this episode.This session was recorded on May 20, 2021.SOURCES:(1) Merikangas 2010; Kessler 2005(2) Cancer.gov http://www.cancer.gov; Diabetes.org http://www.diabetes.org; AIDS: CDC http://www.cdc.govSOURCES:(3) 2016 National Survey of Children's Health, JAMA Pediatrics, 2016(4) (Center for Disease Control, 2017)

As part of iHeartMedia's commitment to the communities they serve, they are introducing CEOs You Should Know, a weekly podcast feature that profiles the businesses that drive our regional economy. CEOs included in these episodes will represent small, large, local and international firms because all play a part in driving Pittsburgh's business community.  We invite you to listen as Jonny Hartwell of iHeartMedia interviews our own Greg Weimer.This session was recorded on May 19, 2021.Any opinions in the podcast are those of Confluence Financial Partners, or any guest speakers, and not necessarily those of Raymond James. Raymond James is not affiliated with and does not endorse the services of iHeartMedia.

Confluence Financial Partners has consistently delivered world-class investment services to our diverse clientele. In fact, Confluence was established to set a new standard for a superior client experience. Learn how Confluence now offers business leaders that same level of excellence in enterprise-wide support services — from comprehensive equity plan administration to participant support and education. Join host and Partner of Confluence Financial Partners, Greg Weimer, along with his guests and newest members of the Confluence team, Mario Haifa, Director of Insurance Consulting, and Brian Stout, Director of Retirement Consulting, as they explore how customized voluntary benefits and 401k plans can benefit you, your employees, and your business. You'll learn about the opportunities and challenges facing employers and employees alike and options that empower both. If you're interested in learning how high-performing organizations advance their business through benefits, or how your business might benefit from a review of your current offering, this is the episode for you.This session was recorded on April 28, 2021.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.Any opinions in the podcast are those of Confluence Financial Partners and/or any guest speakers. All opinions are as of this date and are subject to change without notice.401(k) plans are long-term retirement savings vehicles. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Roth 401(k) plans are long-term retirement savings vehicles. Contributions to a Roth 401(k) are never tax deductible, but if certain conditions are met, distributions will be completely income tax free. Unlike Roth IRAs, Roth 401(k) participants are subject to required minimum distributions at age 72 (70 ½ if you reach 70 ½ before January 1, 2020). Matching contributions from your employer may be subject to a vesting schedule. Please consult with your financial advisor for more information.

In all disciplines, peak performance requires preparation, focus and good health. This episode's guest, David Patchen, Senior Vice President at Raymond James, has experience helping professionals grow personally and professionally by coaching teams many top advisors to record results. Join host and Partner of Confluence Financial Partners, Greg Weimer, as they discuss how sleep, diet and the immune system can impact performance and overall health. Tune in to benefit from Patchen's more than 35 years of professional experience helping people optimize their performance and maximize their lives — both professionally and personally.David Patchen does not represent Raymond James, nor does he provide any specific recommendations or medical advice. Beforeproceeding with any suggestions, consult your medical professional for health advice specific to your individual needs.This session was recorded on February 17, 2021.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.

The value of a strong educational foundation cannot be overestimated. For parents looking to provide for their children's future, there can be no better investment. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he interviews Gloria Hudock, Father Mike Caridi, and Harmony Stewart — three board members of South Hills Catholic Academy, a new option for Catholic education in the Pittsburgh region. You'll learn about SHCA's unique educational model as a financially independent non-profit organization and the need they hope to fulfill in our region. For anyone interested in educational alternatives — or the amazing things that can be accomplished with the right planning — this is an episode you need to hear.This session was recorded on February 4, 2021.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.Any opinions in the podcast are those of Confluence Financial Partners and/or any guest speakers. Confluence Financial Partners is not affiliated with any does not endorse the services of South Hills Catholic Academy.

Join host and Partner of Confluence Financial Partners, Greg Weimer, and his guests, advertising industry veterans Bill Garrison, Partner at Garrison Hughes, and Dave Popelka, President at Garrison Hughes, as they explore the ever-changing landscape of the new normal. Hear their insights on the immediate and long-term impact of the pandemic on workplace culture and consumer behavior. Business owners, marketers, and savvy investors will all want to tune in for expert tips on how businesses and brands can adapt — and even grow — through turbulent times.This session was recorded on September 10, 2020.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.

The outcome of the upcoming election will have a tremendous impact on taxes and estate planning. To find out what's at stake, join host and Partner of Confluence Financial Partners, Greg Weimer, as he interviews Frank Fisher, Tax Managing Partner at Deloitte, and Tracy Zihmer, Founder of Zihmer Law Firm. Frank Fisher shares his expertise on each candidate's tax proposal for the next four years, while Tracy Zihmer breaks down their respective plans for estate planning and inheritance taxes. You'll get a non-partisan, objective overview of each candidate's proposals and gain insights into how the election's outcome could impact your life, retirement, and legacy. Don't miss this one.This session was recorded on September 24, 2020.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.

Perseverance through adversity is essential to success across all facets of life. Our guest today, Chris Hoke, is no stranger to perseverance and adversity as he spent his entire 11-year NFL career with the Pittsburgh Steelers, going undrafted in 2001 to ultimately helping his team win two NFL championships. Join host and Partner of Confluence Financial Partners, Greg Weimer, Wealth Manager-RJFS, as he interviews Chris Hoke on how leadership lessons learned on the football field apply to his post-NFL career as a successful entrepreneur. If you're interested in learning more about the importance of goal-setting, maintaining mental toughness through adversity, or you want to hear some stories from a Steelers great, you won't want to miss this episode.This session was recorded on March 12, 2020.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.

Funding a college education has become an increasingly large part of planning for a family's financial future. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he discusses the power of education with one of America's most distinguished individuals — Dr. Chris Howard. Dr. Howard is president of Robert Morris University, a decorated veteran, a graduate of the United States Air Force Academy, a Rhodes Scholar with a doctorate in politics from Oxford and an M.B.A. from Harvard Business School, and a former member of the NCAA's College Football Playoff committee (and those are just the highlights.) You'll hear about Dr. Howard's journey to success, along with his advice for both business leaders and young people. You'll find out why it's so important to develop a college funding strategy early — and why education remains among the most powerful investments you can ever make.Guest Speaker:Chris HowardHost:Greg WeimerThis session was recorded on December 19, 2019.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.

Buckle up! We're about to take a spin behind the scenes of one of our region's most successful automobile dealerships. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he talks cars, business, and life with Greg Norton, sole owner, and operator of South Hills Honda. You'll find out how Greg Norton managed to launch his company at the start of one of the most severe financial crises in recent history and how he managed to thrive through it all (spoiler alert: excellent customer service). You'll also get practical tips on understanding prices and negotiating for the best deal, whether you're buying or leasing a new vehicle. For those interested in how to achieve success, in selling cars or anything else, tune in.Guest Speaker:Greg NortonHost:Greg WeimerThis session was recorded on October 10, 2019.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.

Greg welcomes his associate and friend, Kurt Kimmich, to discuss the blessings of raising a child who has Down syndrome. Kurt shares some of the joys that Ben has brought into his family's lives, the lessons they've learned, and their hopes for the future. You'll find out how Ben has taught Kurt perspective, kindness, patience, and more. For anyone who is close to a child with special needs, or anyone who needs to hear an uplifting story of family, love, and compassion, this episode is for you.Guest Speaker:Kurt KimmichHost:Greg WeimerThis session was recorded on August 15, 2019.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.

Confluence Financial Partners was founded to give investors a higher standard of service and personal attention. That's also the idea behind Lamb Medical, a concierge medical practice founded by Dr. Mary Parks Lamb. In this episode, Greg Weimer, Co-Founder and Wealth Manager of Confluence Financial Partners, and Dr. Mary Lamb discuss how the non-traditional service models of both Confluence and Lamb Medical have the potential to give people in Pittsburgh a luxury experience and better outcomes. You will also hear simple tips for healthy living and discover how the concierge model of care, in both health care and financial services, can help you achieve your long-term goals.Guest Speaker:Mary LambHost:Greg WeimerThis session was recorded on July 10, 2019.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.More than 80% of today's retirees say good health is the most important ingredient for a happy retirement. SOURCE: Health and Retirement: Planning for the Great Unknown; A Merrill Lynch Retirement Study conducted in partnership with Age WaveConfluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.Confluence Financial Partners is not affiliated with and does not endorse the opinions or services of Dr. Mary Lamb. Any opinions are those of the speaker and not necessarily those of Confluence Financial Partners.The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.

Doug Smith, L3 (Learn, Launch, Lead) Leadership founder and podcast host has interviewed hundreds of world-class leaders — from Clint Hurdle, Mike Sullivan, and Mike Tomlin to Dr. Henry Cloud and Laura Ellsworth. In this episode, Greg Weimer, co-founder and Wealth Manager of Confluence Financial Partners, turns the tables on Doug to find out what he's learned from all his interviews. They discuss the “aha” moments along their leadership journeys, as well as the power of living with intention and setting and achieving your career and retirement goals. If you're looking for actionable tips on improving your leadership skills and maximizing your life and your legacy, tune in.Guest Speaker:Doug SmithL3 LeadershipHost:Greg WeimerThis session was recorded on June 26, 2019.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.Confluence Financial Partners is not affiliated with and does not endorse the opinions or services of Doug Smith, Light of Life, or L3 Leadership. Any opinions are those of the speaker and not necessarily those of Confluence Financial Partners.

Almost every high-net-worth investor wants to make a difference through philanthropy., but far too few know how to maximize the impact of their generosity. Greg Weimer, on of Confluence's founders and Wealth Manager, leads a conversation with Kate McKenzie, Senior Development Officer at The Pittsburgh Foundation, on the many benefits of charitable giving. Together, they examine how strategic philanthropy can help high-net-worth families to clarify their goals, pass values along to their children and grandchildren, and create a legacy that lasts for generations. You'll discover how talking to your financial advisor about including philanthropy in your financial plan cannot only help you maximize your legacy, but may also provide tax advantages to support your estate planning objectives.Guest Speaker:Kate McKenzieThis session was recorded on June 3, 2019.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.Any opinions in the podcast are those of Confluence Financial Partners and/or any guest speakers. Expressions of opinion are as of this date and are subject to change without notice. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investments and strategies mentioned may not be suitable for all investors. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Confluence Financial Partners and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor Advised Funds, please contact us. Confluence Financial Partners is not affiliated with and does not endorse the services of The Pittsburgh Foundation.

Youth is served as Confluence's youngest associates, Katie Montagazzi, Randy Holcombe, Chuck Ziants and Greg Weimer, Jr., join Greg to discuss the future of financial services and wealth management. Together, the team addresses some of the misconceptions around millennials and money, examines Confluence's culture of teamwork, continuous improvement and work-life integration, and explores what it takes to continue to be an elite wealth management practice.Guest Speakers:Randy HolcombeKatie MontagazziGregory Weimer II, CPAChuck ZiantsThis session was recorded on June 3, 2019.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.

Greg Weimer launches the Imagine That podcast by interviewing his friend, partner and Confluence co-founder, Jim Wilding. Greg and Jim reveal why they started the practice and discuss their goal of setting a new standard in the industry. The partners also examine how their team approach to financial planning — in everything from the client experience to investment strategy and risk management — sets Confluence Financial Partners apart.Guest Speaker:Jim WildingThis session was recorded on May 23, 2019.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.SOURCES: “70% of wealth is squandered in the second generation, 90% in the third generation,” according to the Williams Group wealth consultancy.