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
