Topics covered
Navigating 55 & Beyond is an educational event where local experts walk you through the four pillars of retirement — investing, taxes, healthcare, and estate planning — plus how to protect yourself from scams targeting retirees. No sales pitch, just straight answers, with two breakout sessions you pick based on what matters most to you.
| Time | Segment |
|---|---|
| 8:30 | Registration - coffee & pastries, vendor tables |
| 9:00 | Welcome & Opening Remarks |
| 9:10 | Healthcare for Retirees (Longevity) - Presented By AHN |
| 9:50 | Breakout Round 1 (your 1st pick) |
| 10:35 | Breakout Round 2 (your 2nd pick) |
| 10:50 | Break - coffee & vendor tables |
| 11:20 | Cyber Security & Scam Protection - Presented By FBI Field Office Professional |
| 11:50 | Closing Keynote: Tax Through the Four Stages |
| 12:25 | Lunch - consults & booking station |
| Session | Presenter | What it's about |
|---|---|---|
| Welcome + The Frame | Will Hoffman, AIF®, Founder and President | Retirement planning has four stages, and someone should be coordinating all of them. |
| Healthcare for Retirees (Longevity) | Tim Carney | What a longer, healthier retirement means for your planning. |
| Cyber Security & Scam Protection | Felicia Trovato & Katie Molander | How to protect yourself and loved ones from the fraud schemes targeting retirees today. |
| Tax Through the Four Stages | Will Hoffman | How tax strategy threads through every stage of retirement and why it lives inside your plan, not with an outside accountant. |
| Topic | Presenter |
|---|---|
| Social Security Claiming | Will Hoffman |
| Savvy IRA Planning | Niko Rosso |
| Medicare Decisions | Sean Horn |
| Estate Planning Essentials | Ashley Sharek |
| Downsizing & Your Home | Donna Hornicak |
| Investment Philosophy | Eric Cellier |
Join local professionals for a powerful day of education designed for pre-retirees and retirees who want more clarity, confidence, and control over their future.
Will is a Financial Advisor, an AIF® designee, Founder and President of Hoffman Wealth Management. As a financial advisor for over 20 years, Will develops customized and comprehensive financial planning solutions for his clients, while building strong relationships with them so that he fully understands their goals and objectives. Will educates his clients and helps them to pursue their financial goals by management of taxable and retirement investments, provides detailed retirement planning services, and helps to ensure proper insurance and estate planning strategies are in place. He does this all while considering Hoffman Wealth Management mission: To provide INDEPENDENT Wealth Strategies revolving around our clients’ needs and becoming their most trusted financial ally.
Will graduated from the University of Pittsburgh at Greensburg with a degree in Business Management. He resides in Harrison City with his wife Jamie and their sons, Liam, Miles, and Nolan. He is a runner and has completed the Pittsburgh, Chicago, New York City and Boston Marathons. After office hours, Will enjoys spending his time coaching his son’s sports teams and being heavily involved with the NFCA, where he is a board member.
With a passion for helping individuals and families pursue their financial goals, Niko, CFP®, serves as the Director of Financial Planning at Hoffman Wealth Management, LLC. He earned a degree in Financial Planning and Wealth Management from John Carroll University and brings strong technical expertise and practical experience to the HWM team.
As a CERTIFIED FINANCIAL PLANNER® professional, Niko has met rigorous education, examination, experience, and ethical standards and is held to high professional and fiduciary expectations. He specializes in delivering personalized financial planning strategies tailored to each client’s goals, values, and risk tolerance, helping them navigate complex financial decisions with clarity and confidence. Niko works closely with clients to develop a comprehensive understanding of their financial circumstances, ensuring strategies remain aligned with long-term objectives and overall financial well-being. He is experienced across varying market environments and remains committed to ongoing professional education to stay current with evolving planning strategies and industry developments.
His approach emphasizes integrity, transparency, and client education, with a focus on building long-term relationships rooted in trust and open communication. Outside of work, Niko enjoys traveling, skiing, sports, and community service, reflecting his commitment to balance and personal well-being.
Sean Horn is the Director of Strategic Partnerships for MediConnect, where he leads collaborative initiatives that connect individuals, families, and organizations with trusted Medicare guidance and resources. With a 17-year career dedicated to the Medicare market, Sean is known for translating complex healthcare decisions into clear, confident choices. Sean is also the co-host of MediConnect’s live weekly radio show, The Inside Connection, on KDKA-AM, where he educates listeners on Medicare, retirement planning considerations, and healthcare coverage options. He is the author of The 5 Biggest Medicare Mistakes You Can Make, a practical guide designed to help consumers avoid costly and common coverage errors, as well as Medicare & Yinz — the 18-page solution to Medicare & You.
A lifelong resident of Pittsburgh’s South Hills, Sean is deeply committed to serving his local community. Outside of work, he enjoys life with his wife, Tina, and proudly embraces his favorite role as a dedicated “Dance Dad” to their two teenage daughters, Alyana and Kayleigh.
In 2018, Ashley founded Entrusted Legacy Law® with a clear, heart-centered mission: to take the “scary” out of legal planning. After years spent as a high-stakes litigator, Ashley realized that most people don’t need a lawyer who makes things more complicated, they need a partner who makes things clear.
Ashley is a graduate of Duquesne University Law School and a retired litigator who traded the courtroom for a more meaningful cause: helping families protect what matters most. Whether she’s teaching community education workshops or providing pro bono services for low-income individuals and survivors of domestic violence, Ashley believes that estate planning is about more than just money. It’s about preserving your values, your stories, and your peace of mind.
At Entrusted Legacy Law, Ashley and her team have ditched the "dusty lawyer" stereotype. They’ve replaced billable hours and confusing jargon with fixed fees and simple, direct conversations. Ashley’s goal isn’t just to hand you a binder of documents to stick on a shelf; it’s to ensure your children are cared for, your assets are secure, and your family stays out of court and out of conflict.
Building on her commitment to providing the highest level of expertise for her clients, Ashley has achieved the prestigious designation of Certified Elder Law Attorney (CELA) through the National Elder Law Foundation. This is a significant milestone, as the CELA designation is the only elder law specialty certification currently recognized by the Supreme Court of Pennsylvania. Often referred to as the "Gold Standard" for practitioners, it is held by only a small fraction of attorneys nationwide, reflecting her deep mastery of complex issues like Medicaid planning and long-term care.
To further support families navigating the emotional and physical toll of memory loss, Ashley is also a Certified Dementia Practitioner (CDP). This unique combination of rigorous legal specialization and clinical understanding allows her to serve as a truly holistic advocate, ensuring that her clients receive not just a legal document, but a compassionate roadmap for the road ahead.
When she isn’t helping families build their legacies, Ashley lives in Wexford with her middle school sweetheart, Tim. Their home is managed by two very important (and very rambunctious) Chief Morale Officers: their dogs, Parker and Ella. If she's not at home, you can find Ashley with her toes in the sand at Rehoboth Beach reading a good fiction book.
Our Mission
At Entrusted Legacy Law®, we help people protect their Life & Legacy. Our mission is to provide exceptional legal services with unwavering dedication and compassion. We believe in empowering individuals to safeguard their Life and preserve their unique Legacy. We are committed to understanding the personal circumstances and aspirations of our clients. Through comprehensive expertise and a deep understanding of the law, we offer tailored solutions that enable people to navigate complex legal landscapes while securing their present and future.
Entrusted Legacy Law's Promise: No judgment, no confusing "legalese," and a plan that grows with you. We're here to help you get your legal house in order so you can get back to enjoying the life you’ve
Donna Hornicak is a seasoned real estate professional and leader with over 27 years of successful experience in the industry. As Sales Director and Agent Coach for Coldwell Banker Realty’s East Regional and Greensburg locations, Donna is dedicated to driving agent performance, fostering professional growth, and strengthening market presence across the region. Throughout her distinguished career, Donna has built a reputation for integrity, market expertise, and a client-first philosophy. Her extensive background as a top-producing agent provides her with real-world insight into today’s competitive real estate landscape. This hands-on experience allows her to effectively mentor and coach agents at every stage of their careers—from newly licensed professionals to experienced producers looking to elevate their business. With three years of leadership experience as Sales Director and Agent Coach, Donna focuses on recruiting, training, and developing high-performing agents. She provides strategic business planning, performance coaching, and skill development in areas such as negotiation, marketing, client service, and transaction management. Her leadership style emphasizes accountability, collaboration, and continuous improvement. Donna’s long-standing success in real estate, combined with her passion for mentorship and agent development, makes her a respected and trusted leader within the organization. She is committed to empowering agents to achieve their personal and professional goals while upholding the high standards and reputation of Coldwell Banker Realty
Felicia Trovato serves as the Community Outreach Specialist for the Pittsburgh Division of the Federal Bureau of Investigation. In this role, she develops and delivers educational programs that strengthen partnerships between the FBI and the communities it serves. Her work focuses on crime prevention, public awareness, and outreach related to online safety, crimes against children, elder fraud, financial scams, and other emerging threats.
Felicia regularly presents to schools, parents, educators, community organizations, businesses, and law enforcement agencies throughout western Pennsylvania. She is committed to providing practical, real-world strategies that help individuals recognize threats, protect themselves and their families, and build safer communities through education and collaboration.
Katie is the Director of Operations at Hoffman Wealth Management, overseeing daily operations to ensure efficiency, compliance, and exceptional client service. She collaborates closely with the team to streamline processes, support strategic goals, and manage account openings. Katie also plays a key role in guiding clients through our Navigation FORMula, ensuring clear and consistent communication every step of the way.
Katie graduated from the University of Pittsburgh at Greensburg in 2009 with a Bachelor’s of Science in Management and a minor in Psychology. Katie resides in North Huntingdon, PA, with her husband, Conny, and their son, Cain. In her free time, Katie enjoys fitness and traveling with her family.
Tim Carney is a healthcare business development and community relations professional with extensive experience building strategic partnerships across the continuum of care. As the Business Development representative for the four AHN Neighborhood Hospitals in the Pittsburgh region, Tim works closely with physicians, emergency medical services (EMS), skilled nursing facilities, senior living communities, employers, and community organizations to improve patient access, strengthen referral relationships, and enhance care coordination.
Tim is passionate about connecting patients with the right level of care while expanding awareness of the unique role Neighborhood Hospitals play in delivering high-quality, efficient, and patient-centered healthcare. His work focuses on identifying opportunities for growth through market analysis, data-driven outreach, and collaborative relationship management.
In addition to his healthcare partnerships, Tim is deeply committed to community engagement. He develops and supports initiatives that improve the health and well-being of local residents, including educational outreach, senior support programs, charitable events, and collaborations with nonprofit organizations and public agencies. He believes that meaningful partnerships extend beyond the hospital walls and are essential to building healthier communities.
Known for his approachable leadership style and collaborative mindset, Tim values creating lasting relationships built on trust, responsiveness, and shared goals. He works closely with clinical and administrative leaders to identify innovative solutions that benefit patients, referral partners, and the communities AHN Neighborhood Hospitals serve.
Tim is dedicated to advancing healthcare through collaboration, service excellence, and strategic partnerships that deliver measurable results while ensuring every patient receives compassionate, high-quality care close to home.
Eric Cellier is a Vice President and is responsible for First Trust’s financial professional relationships in Western Pennsylvania. He works closely with financial professionals to provide industry-leading economic and market commentary, portfolio analysis, and practice management consulting. Eric’s specific focus is distribution of the firm’s ETFs, SMAs, interval and tender offer funds, direct indexing, and custom options. His relationships include RIAs, wirehouses, and independent firms.
Eric joined First Trust in 2019 and brings nearly a decade of experience in the financial services industry to the table.
Eric graduated from Taylor University with a Bachelor of Science in Business Management and Systems. He holds the Series 7 and Series 66 licenses, in addition to earning the CFP® designation.
