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News and Media

 

  Recent Media Coverage and Presentations

  • Four Fundamental Questions: The Building Blocks of Relationships, Counsel and Decisions, American Association of Physicians of Indian Origin (AAPI), Winter Medical Conference, Caesers Palace, Las Vegas, Nevada, February 9th, 2018
  • Eight Key Value Drivers for Any Business: Built to Keep, Built to Sell, Vistage ChairWorld 2019, Manchester Hyatt, San Diego, California, January 21st, 2019
  • The Greatest Unknown Drain on Employee Productivity, Tenth Annual Financial Planning Association of Pittsburgh, Financial Fourum, Doubletree Hotel, Wexford, PA, held on November 1st , 2018.
  • The Greatest Unknown Drain on Productivity … and how to fix it, The American College of Financial Services, Employee Financial Wellness Certificate Program for Prudential, Prudential Tower, Newark, NJ; held on September 24, 2018
  • Pittsburgh Post Gazette/As Student Loan Debt Rises Parents of College Bound Kids Stash Money
  • The Greatest Unknown Drain on Productivity … and how to fix it, The American College of Financial Services, Employee Financial Wellness Certificate Program for Prudential, San Francisco, CA; held on June 21, 2018
  • BPU Earns CEFEX Certification
  • WTAE TV/Channel 4/An Expert’s Perspective:  Bad Day for the Dow, but not catastrophic 
  • The Greatest Unknown Drain on Employee Productivity and How to Fix It, Vistage ChairWorld 2018, January 28 and 29, 2018
  • Pittsburgh Post-Gazette/Clinging tightly to a powerful bull market
  • Pittsburgh Post-Gazette/Going for broke: Pro athletes spend like they’ll play forever
  • The Financial Planning Association, Pittsburgh Chapter’s Annual Financial Four “um”, DOL Update, presented by Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU, 1 CFP, 1 PA Insurance, I CLE and I CPE Credit, November 2, 2017
  • Taking Control of Your Financial Destiny; Westmoreland Bar Association, Greensburg, PA, 1 substantive Continuing Legal Education Credit for Attorneys; held on October 25, 2017
  • Pittsburgh Post Gazette/Still living at home struggling with debt and limited options
  • Financial Advisor IQ/NCAA Scandal Could Force Regulators to Clamp Down
  • Passport to Retirement; Philadelphia Bar Association’s Bench-Bar and Annual Conference; Atlantic City, NJ; 1.5 Substantive Continuing Legal Education Credits for Attorneys (JD/Esq.); October 13, 2017
  • Pittsburgh Human Resources Association (PHRA) Annual Conference and Exhibition;Why Financial Literacy Matters; presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, Approved for 1 hour business Senior Professional in Human Resources (SPHR) & Society for Human Resource Management Credit, October 11, 2017
  • Utilities Credit Union, Reading, PA; Passport to Retirement, presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, October 9, 2017
  • Greater Pittsburgh Nonprofit Partnership (GPNP) Summit 2017, Nonprofit, Private & Public Sectors; Becoming Conversant in Investment Planning: It’s Like Learning a New Language, presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, October 5, 2017
  • Pittsburgh Post Gazette/As one generation moves on, financial advisors try to get to know the next one
  • Pittsburgh Post Gazette/Make sure your retirement savings last as long as you do 
  • June 20, 2017 Paul Brahim’sTestimony before PA House Committee on State Government and Regulations
  • Pittsburgh Post Gazette/Delayed fiduciary rule will start on June 9
  • Pittsburgh Post Gazette/Bond investors coping with rising interest rate environment
  • Pittsburgh Post Gazette/Trump expected to sign memorandum to stop ‘fiduciary rule’
  • Pittsburgh Business Times/Sizzling Sectors:  16 local financial pros pick the hottest sectors under Trump
  • Pittsburgh Post Gazette/Miliary families going with safer investments
  • WTAE TV, Channel 4/Talking Brexit with Our Financial Expert Paul Brahim
  • CEO and Chair Paul Brahim, CFP®, AIFA®, Guest Panalist, ” I Want to Be an Ambassador! Camp” for Teens” sponsored by Luminari, Heinz History Center, June 17, 2016
  • Philadelphia Bar Association, Philadelphia, PA; Yikes! I’m on the Retirement Plan Committee!  Now What? , presented by Paul Brahim, Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU; 1 Hours Substantive and 1 Hour Ethics Continuing Legal Education Credit for Attorneys (JD/Esq.); held on June 15, 2017.
  • Vistage Executive Summit, Heinz Field, Pittsburgh, PA, The Greatest, Unnoticed Drain on Employee Productivity…and How to Fix It, presented by Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU, June 8, 2016
  • JP Morgan Wealth Management Symposium, University of Chicago, Paul Brahim, CFP®, AIFA®,
    Chair & CEO, BPU, served as a member of the Advisor Panel, May 26, 2016
  • The Estate Planning Council of Pittsburgh, Fiduciary Excellence under the DOL’s Uniform Fiduciary Standard, Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, May 19, 2016; 1 hour CFP® CE credit; 1 hour CPE credit; 1 hour CLE credit.
  • Pittsburgh Business Times/New fed rule holds financial advisors to new standard
  • Pittsburgh Post-Gazette/New Federal Rule Holds Financial Advisors to New Standard
  • WTAE TV, Channel 4/Talking US Steel with Financial Expert Paul Brahim, Part 1
  • WTAE TV, Channel 4/Talking US Steel with Financial Expert Paul Brahim, Part 2
  • WTAE TV, Channel 4/Local financial advisor breaks down impact of stock market volatility 
  • Pittsburgh Post Gazette/Fragmented trading, multiple exchanges key to minimal disruption of marketplace
  • Pittsburgh Post Gazette/Money managers say small firms can yield big returns
  • Pittsburgh Post Gazette/Staying on top of ETFs
  • Pittsburgh Business Times/Closer Look: Which Pittsburgh industries are affected by China’s economy?Pittsburgh Business Times/ China Triggers overdue correction on stock market
  • Pittsburgh Business Times/Dow Cuts Loses but still down 358 points
  • WESA FM, 90.5/ Coping and Investing in a Volatile Market
  • Pittsburgh Business Times/Pittsburgh companies in commodities, energy face longer-term stock market struggle
  • Pittsburgh Business Times/Insights: In light of the sweeping changes to money-market fund regulations, what, if anything, are you advising your clients to do?Pittsburgh
  • Pittsburgh Business Times/Heinz buyouts aim to cut cost, not headcount in Pittsburgh
  • Pittsburgh Business Times/BPU bucks conventions, takes team approach
  • WESA 90.5 FM: The Economic Cost of Financial Illiteracy /Managing Money As A Couple/What to Know About Financial Planning, Post-Great Recession

News and Media

 

  Recent Media Coverage and Presentations

  • Four Fundamental Questions: The Building Blocks of Relationships, Counsel and Decisions, American Association of Physicians of Indian Origin (AAPI), Winter Medical Conference, Caesers Palace, Las Vegas, Nevada, February 9th, 2018
  • Eight Key Value Drivers for Any Business: Built to Keep, Built to Sell, Vistage ChairWorld 2019, Manchester Hyatt, San Diego, California, January 21st, 2019
  • The Greatest Unknown Drain on Employee Productivity, Tenth Annual Financial Planning Association of Pittsburgh, Financial Fourum, Doubletree Hotel, Wexford, PA, held on November 1st , 2018.
  • The Greatest Unknown Drain on Productivity … and how to fix it, The American College of Financial Services, Employee Financial Wellness Certificate Program for Prudential, Prudential Tower, Newark, NJ; held on September 24, 2018
  • Pittsburgh Post Gazette/As Student Loan Debt Rises Parents of College Bound Kids Stash Money
  • The Greatest Unknown Drain on Productivity … and how to fix it, The American College of Financial Services, Employee Financial Wellness Certificate Program for Prudential, San Francisco, CA; held on June 21, 2018
  • BPU Earns CEFEX Certification
  • WTAE TV/Channel 4/An Expert’s Perspective:  Bad Day for the Dow, but not catastrophic 
  • The Greatest Unknown Drain on Employee Productivity and How to Fix It, Vistage ChairWorld 2018, January 28 and 29, 2018
  • Pittsburgh Post-Gazette/Clinging tightly to a powerful bull market
  • Pittsburgh Post-Gazette/Going for broke: Pro athletes spend like they’ll play forever
  • The Financial Planning Association, Pittsburgh Chapter’s Annual Financial Four “um”, DOL Update, presented by Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU, 1 CFP, 1 PA Insurance, I CLE and I CPE Credit, November 2, 2017
  • Taking Control of Your Financial Destiny; Westmoreland Bar Association, Greensburg, PA, 1 substantive Continuing Legal Education Credit for Attorneys; held on October 25, 2017
  • Pittsburgh Post Gazette/Still living at home struggling with debt and limited options
  • Financial Advisor IQ/NCAA Scandal Could Force Regulators to Clamp Down
  • Passport to Retirement; Philadelphia Bar Association’s Bench-Bar and Annual Conference; Atlantic City, NJ; 1.5 Substantive Continuing Legal Education Credits for Attorneys (JD/Esq.); October 13, 2017
  • Pittsburgh Human Resources Association (PHRA) Annual Conference and Exhibition;Why Financial Literacy Matters; presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, Approved for 1 hour business Senior Professional in Human Resources (SPHR) & Society for Human Resource Management Credit, October 11, 2017
  • Utilities Credit Union, Reading, PA; Passport to Retirement, presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, October 9, 2017
  • Greater Pittsburgh Nonprofit Partnership (GPNP) Summit 2017, Nonprofit, Private & Public Sectors; Becoming Conversant in Investment Planning: It’s Like Learning a New Language, presented by Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, October 5, 2017
  • Pittsburgh Post Gazette/As one generation moves on, financial advisors try to get to know the next one
  • Pittsburgh Post Gazette/Make sure your retirement savings last as long as you do 
  • June 20, 2017 Paul Brahim’sTestimony before PA House Committee on State Government and Regulations
  • Pittsburgh Post Gazette/Delayed fiduciary rule will start on June 9
  • Pittsburgh Post Gazette/Bond investors coping with rising interest rate environment
  • Pittsburgh Post Gazette/Trump expected to sign memorandum to stop ‘fiduciary rule’
  • Pittsburgh Business Times/Sizzling Sectors:  16 local financial pros pick the hottest sectors under Trump
  • Pittsburgh Post Gazette/Miliary families going with safer investments
  • WTAE TV, Channel 4/Talking Brexit with Our Financial Expert Paul Brahim
  • CEO and Chair Paul Brahim, CFP®, AIFA®, Guest Panalist, ” I Want to Be an Ambassador! Camp” for Teens” sponsored by Luminari, Heinz History Center, June 17, 2016
  • Philadelphia Bar Association, Philadelphia, PA; Yikes! I’m on the Retirement Plan Committee!  Now What? , presented by Paul Brahim, Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU; 1 Hours Substantive and 1 Hour Ethics Continuing Legal Education Credit for Attorneys (JD/Esq.); held on June 15, 2017.
  • Vistage Executive Summit, Heinz Field, Pittsburgh, PA, The Greatest, Unnoticed Drain on Employee Productivity…and How to Fix It, presented by Paul Brahim, CFP®, AIFA®, Chair and CEO, BPU, June 8, 2016
  • JP Morgan Wealth Management Symposium, University of Chicago, Paul Brahim, CFP®, AIFA®,
    Chair & CEO, BPU, served as a member of the Advisor Panel, May 26, 2016
  • The Estate Planning Council of Pittsburgh, Fiduciary Excellence under the DOL’s Uniform Fiduciary Standard, Paul Brahim, CFP®, AIFA®, Chair & CEO, BPU, May 19, 2016; 1 hour CFP® CE credit; 1 hour CPE credit; 1 hour CLE credit.
  • Pittsburgh Business Times/New fed rule holds financial advisors to new standard
  • Pittsburgh Post-Gazette/New Federal Rule Holds Financial Advisors to New Standard
  • WTAE TV, Channel 4/Talking US Steel with Financial Expert Paul Brahim, Part 1
  • WTAE TV, Channel 4/Talking US Steel with Financial Expert Paul Brahim, Part 2
  • WTAE TV, Channel 4/Local financial advisor breaks down impact of stock market volatility 
  • Pittsburgh Post Gazette/Fragmented trading, multiple exchanges key to minimal disruption of marketplace
  • Pittsburgh Post Gazette/Money managers say small firms can yield big returns
  • Pittsburgh Post Gazette/Staying on top of ETFs
  • Pittsburgh Business Times/Closer Look: Which Pittsburgh industries are affected by China’s economy?Pittsburgh Business Times/ China Triggers overdue correction on stock market
  • Pittsburgh Business Times/Dow Cuts Loses but still down 358 points
  • WESA FM, 90.5/ Coping and Investing in a Volatile Market
  • Pittsburgh Business Times/Pittsburgh companies in commodities, energy face longer-term stock market struggle
  • Pittsburgh Business Times/Insights: In light of the sweeping changes to money-market fund regulations, what, if anything, are you advising your clients to do?Pittsburgh
  • Pittsburgh Business Times/Heinz buyouts aim to cut cost, not headcount in Pittsburgh
  • Pittsburgh Business Times/BPU bucks conventions, takes team approach
  • WESA 90.5 FM: The Economic Cost of Financial Illiteracy /Managing Money As A Couple/What to Know About Financial Planning, Post-Great Recession
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  • News and Media
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One Oxford Centre
301 Grant Street, Suite 3300
Pittsburgh, PA 15219
Phone: 412-288-9150
Fax: 412-288-9180
Toll Free: 800-822-6585

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Greensburg, PA 15601
Phone: 724-837-1130
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Toll Free: 800-331-2075

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Uniontown, PA 15401
Phone: 724-439-8771
Fax: 724-438-4969

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  • Home
  • Our Approach
  • Our Services
    • Comprehensive Wealth Management
    • Asset Management
    • Personal Financial Education
    • Institutional Brokerage Services
    • Retirement Plan Services
    • Value Builder System
  • Resources
  • Team
  • Thought Leadership
    • Commentaries
    • News and Media
  • Join Us