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Inheritance Impatience Can Lead to Elder Financial Abuse

Hefren-Tillotson
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Seminars

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OCT 22
7:00 PM
Charitable Giving - Maximizing Your Gift
Oakmont Presbyterian Church
OCT 23
6:30 PM
Government Employee Retirement Workshop
North Hills Office
OCT 24
12:00 pm, 5:00 pm
How to Become a Client of Hefren-Tillotson
North Hills Office
OCT 24
2:00 PM
Open Office Hours
North Hills Office
OCT 24
5:30 PM
Options for Managing Long Term Care Risk
Greensburg Office
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Your Money and You

30 Years on The Airwaves
Hosted By
James G. Meredith, CPA/PFS
Every Sunday from 9AM - 11AM on NewsRadio 1020 KDKA
Our weekly radio show matches our financial advisors with your questions on finance and investment.
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Financial Q&A Podcast
This Week's Topic:
Knowing the Purpose of Owning Each of My Investments
Jason Hitchman
Vice President
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MASTERPLAN 101

Get Educated on Your Investments
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MASTERPLAN 101 | Lesson 10
Millennials & Money: By the Numbers

Like the Baby Boomer generation – born in the years 1946 to 1964 –the Millennials are proving to be an endless source of fascination for researchers and the media. Now that most of the Millennial cohort have moved into careers, the spotlight is frequently shown on how they handle money. All that attention has uncovered financial facts that can be significant for the American economy as a whole.

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MASTERPLAN 101 | Lesson 9
Life Insurance - Getting It and Getting It Right!

Just how important is insurance in your personal world? Buy a car – you buy auto insurance. Buy a house – you buy homeowners’ insurance. Rent an apartment – you buy renter’s insurance. Start a business – get business owner’s insurance. And the list goes on.

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Blog

Articles to keep you informed
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Lifestyle
Inheritance Impatience Can Lead to Elder Financial Abuse
Oct 17, 2019
Hefren-Tillotson
Investing Concepts, Lifestyle, Retirement Planning
Deciding What To Do With Your 401(k) Plan When You Change Jobs or Retire?
Oct 15, 2019
Joseph Yezovich, CFP®, CFA®
Financial Advisor
Financial Planning, Lifestyle
Have You Planned For A Job Loss?
Oct 9, 2019
Hefren-Tillotson
Insurance, Retirement Planning
Planning For Long-Term Care
Oct 3, 2019
Jack R. Ellenberger, CFP®
Vice President
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Videos

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04:08
Money Monday: Charity Giving
Kim Tillotson Fleming, CFA®
Chairman and Chief Executive Officer
Brad Colvin, CFP®
Financial Advisor
05:55
Money Monday: Financial Tips for Women on How to Prepare for the Future
Amy Riley
Financial Advisor
Erin Weber, CFP®, CPFC®
Financial Advisor
Margaret Kanaan, AIF®
Senior Vice President
06:01
Money Monday: Paying For College - Money Saving Tips and Advice
Jayme Meredith, CFA®
Senior Vice President
04:05
2019 Market Outlook
Brian J. Koble, CFA®
Chief Investment Officer
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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.