Upcoming Events

"Clearview does more than handle my money. It takes the time to sponsor fun events and get behind worthwhile causes."
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We're looking forward to seeing you outside the office.

Pittsburghers are known as people who work hard and play hard. At Clearview, we're right there with you. Some of the fun events included here are Member Appreciation Days where we offer free food and other goodies to our members. Also listed are blood drives and other serious volunteer efforts that you might want to support.

Fight Against Hunger

We’re collecting online donations all year to benefit the Greater Pittsburgh Community Food Bank and the Westmoreland County Food Bank. Donate today!

Upcoming Virtual Seminars

Taking Control of Your Financial Future

Wednesday, December 2
1 p.m. ET
 
Have you wanted to start a financial plan but are not sure where to start? Do you feel intimidated by all the options? Trusting a financial planner can be a tremendous leap forward but it doesn’t have to be a scary event.

We invite you to attend this webinar, to learn what to ask of a financial planner from your local bank, credit union, or independent advisors. GreenPath wants to help you reach your version of the American Dream. We want to bring you subject matter experts that help guide you to find the resources you will need to develop long-term investment strategies.

Join us with our special guest Martha Williams, Certified Financial Planner, CFP® from Williams Wealth Services as she shares a plan to take control of your financial future by using strategies to interview those who seek to earn your business. You will learn questions to ask, to get to know the potential financial planner. You will learn the differences on how some financial planners or financial advisors make money. This may help you to determine who will win your business and help you prepare for your retirement future.

Greenpath does not offer financial planning or investment advice.

MARTHA S. WILLIAMS
Martha grew up in Ann Arbor and attended the University of Michigan. After graduation, she began her career helping clients in the financial services field.
In 2013, Martha attained her Certified Financial Planner (CFP®) certification and in 2017 started her own business, Williams Wealth Services, located in Ann Arbor.
Her passion is to help people reach their personal financial goals through the process of planning, saving and growing their wealth.

Register here

Social Security and Your Retirement

Wednesday, December 2
6 p.m. ET
 
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. 
 
During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:
  •  What are the rules for starting your Social Security benefits?
  •  How do spouses coordinate their benefits?
  •  Are there different routes to take that could potentially increase your benefits?
  •  How do you decide where Social Security fits within your retirement plans?
Register here

Income for Life: Guaranteeing retirement income to last a lifetime

Tuesday, December 8 
Noon and 6 p.m.ET
 
You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Join us for a virtual session that can help you set your financial direction and answer more of your questions:
  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?
Register here for Noon session

Register here for 6 p.m. session

Women and Investing: Steering toward retirement

Wednesday, December 9
6:30 p.m. ET

There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.
 
Here’s an opportunity to attend a valuable, virtual seminar on this important topic.
 
The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:
  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities
Register here

Playing It Safe on the Internet: Protecting Your Identity and Online Security

Wednesday, December 16
1 p.m. ET
           
If you’re reading this, you use the internet. Over the years the internet has changed how we shop, communicate and consume our news. It has affected how we manage our funds and how we manage our lives. It is an amazing tool that has changed the world. Unfortunately, it is not always safe. There are people whose full-time job is to steal your personal information, which can directly impact your financial wellness.
 
Thankfully, there are simple steps that we can all take to be safer on the internet. Join us on Wednesday, December 16, at 1 p.m. as GreenPath’s Director of Information Security joins us to share some ways to stay safe online.

Register here

New Year’s Resolutions You Need To Stick To

Wednesday, January 20, 2021
1 p.m. ET

For many, 2020 has created financial challenges and derailed their financial wellness journey. Come along side GreenPath to discuss simple ways to get on track with your finances in 2021. Let us guide you with ways to budget, save, and reduce stress. After our presentation, you will be prepared to make New Year’s Resolutions you can stick with and create realistic goals.

Join us on January 20, 2021, at 1 p.m. ET as we explore financial changes you can make to have a successful New Year’s Resolution.

Register here
 
“Clearview takes the time to understand the customer at a human level instead of as numbers on a paper.” William, Member since 2016
Learn More- Go to membership page
Learn More- Go to membership page