Educational Seminars
Giving Back to Our Communities Through Financial Education. Our financial education seminars are provided through our partnership with The Council of Financial Educators, a 501(c) non-profit corporation dedicated to providing relevant financial education.
Click Here to Register Now for our Next Sessions. All classes are completely free!
Social Security: Know Your Options
Educate yourself and know your options BEFORE filing for Social Security benefits... the wrong choices could cost you more than $100,000 over the course of your retirement!
This class will teach you important rules, options, and strategies that could maximize your benefit and minimize your taxes.
Retirement Income Planning
Retirement income planning is essential to creating the lifestyle you want in retirement.
You can retire with any amount of assets (maybe not the way you would like), but you cannot retire without enough income! This class will teach you the difference and show vou how to position your assets, reduce risk and taxes, and plan for a secure retirement.
These session are purely informational, offering valuable insights that are rarely shared. No purchases will be required.
Limited Offer: Every attendee will have the opportunity receive a FREE Customized Social Security Maximization Report.
Register Now for our Next Sessions. All classes are completely free!
Seminar Instructors:
Benjamin Hulburt has over twenty years of entrepreneurial and financial experience. He has founded and grown two successful publicly traded companies into multi-billion dollar enterprises. Mr. Hulburt brings a unique set of skills to Alto Financial Group which include significant financial markets experience having led two initial public offerings on both the NYSE and the NASDAQ, numerous secondary public equity offerings, private debt offerings, public debt offerings and private equity fund raising efforts, as well as numerous mergers and acquisition transactions over his twenty-year career. Mr. Hulburt began his professional career as an active duty commissioned officer in the United States Army, leaving the service holding the rank of Captain. He served as a Director of Rex Energy Corporation (NASDAQ) from March 2007 to October 2010, and as Chairman of the Board of Eclipse Resources Corporation (NYSE) from 2015 to 2019. Mr. Hulburt received his Bachelor of Science degree in Finance from Pennsylvania State University. Mr. Hulburt was awarded the Ernst & Young Entrepreneur of the Year 2010 in the Western Pennsylvania region and was named to the Top 40 Executives Under 40 by Fortune Magazine in 2013. Mr. Hulburt is a licensed financial advisor (Series 65) and maintains life insurance and fixed annuity licenses in 42 states. Ben is a certified instructor with the Council of Financial Educators.
Dan Asti, with over 35 years of experience, transitioned from commercial advertising to insurance and financial services. For the last 18 years, Dan has helped over 3,000 thousand families with their financial planning and insurance needs, and mentored hundreds of financial services executives on how to professionally serve their clients. Dan holds a Series 65 license and maintains life insurance and fixed annuity licenses in 17 states. Dan is a certified instructor with the Council of Financial Educators.
Cameron Clay is a Pittsburgh, PA. native and Penn State University alum. His financial services career started in 2011, servicing union workers with supplemental life insurance. Frustrated with limited options for his clients, he joined Dan Asti in 2013, and began working in southwestern Pennsylvania offering life and retirement solutions on a much broader scale. He loves working directly with clients, helping to create customized strategies that meet their specific needs. When he’s not helping his clients make and save money, he’s serving as an Associate Pastor at Petra International Ministries and spending as much time as possible with his wife and children. He believes that we get the best out of life when we remain committed to help others along the way. Mr. Clay received his Bachelor of Arts degree in Journalism from the Pennsylvania State University. Cam is a certified instructor with the Council of Financial Educators.
Click Here to Register Now for our Next Sessions. All classes are completely free!