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Finance Lessons from Classic Christmas Movies

Financial Planning Department
Hefren-Tillotson
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Seminars

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DEC 10
6:00 PM
Are You the Millionaire Next Door?
North Hills Office
DEC 11
5:30 PM
Retirement Basics: Retirement Planning in a Challenging Environment
North Hills Office
DEC 12
6:30 PM
Hefren-Tillotson Welcome Workshop: An Introduction to Our Client Services and an In-Depth Look at Smart Retirement Planning
North Hills Office
DEC 14
9:00 AM
The Hefren-Tillotson Retirement Plan: An Inside Look at Hefren-Tillotson's Approach To Retirement Planning
North Hills Office
DEC 17
5:30 PM
The Worst Possible Time to Retire
Downtown Pittsburgh Office
DEC 18
6:30 PM
Charitable Giving - Planning Strategies to Maximize Your Gift
North Hills 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:
Part Two - 1% Challenge
Lacy Whalen
Retirement Plan Coordinator
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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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Financial Planning, Lifestyle
Finance Lessons from Classic Christmas Movies
Dec 9, 2019
Financial Planning Department
Hefren-Tillotson
Investing Concepts
Home is Where the Leading Economic Indicator Is
Dec 5, 2019
Hefren-Tillotson
Charitable Giving, Education Funding, Financial Planning, Lifestyle
‘Tis the Season… for Gifting
Nov 26, 2019
Financial Planning Department
Hefren-Tillotson
Lifestyle, Retirement Planning
Imagining A World Without Retirement
Nov 20, 2019
Hefren-Tillotson
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Videos

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05:11
Money Monday: Estate Planning Tips for Unique Situations
Alexandra Sanzone, CFP®
Director of Financial Planning
Darren Hucko, CFP®, RICP®
Senior Vice President
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 L. Weber, CFP®, CPFC®
Associate Vice President
Margaret Kanaan, AIF®
Senior Vice President
06:01
Money Monday: Paying For College - Money Saving Tips and Advice
Jayme Meredith, CFA®
Senior Vice President
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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

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MEMBER SIPC
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.