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Lessons Learned

Financial Roundtable

October 3, 2019 • 12PM or 6PM

Join us for a very special event featuring our most senior financial experts! FREE and open to the public!

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Money Mondays

Lifestyle advice segment that can shape you and your financial decisions. Tune in the first Monday of every month on Pittsburgh Today Live.

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Customized planning for your financial needs and goals.

No two clients are the same. Together, we’ll build a custom tailored MASTERPLAN® to fit your financial needs and goals.

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Take the first step. Meet your personal financial advisor.

Learning about your needs and goals is our first step toward your financial future. Help one of our advisors get to know you!

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Multi-generational planning today, for tomorrow

Hefren-Tillotson
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Individual Investors
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Financial Seminars
Attend one of our no-obligation seminars.
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Seminars

Education at No-cost, No-obligation
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OCT 03
12:00 PM, 6:00 PM
Lessons Learned Financial Roundtable
Monroeville Convention Center - South Hall
SEP 17
6:30 PM
Government Employee Retirement Workshop
North Hills Office
SEP 18
5:30 PM
Retirement Income Strategies: Solving for Income and an Overview of the MASTERPLAN® Process
Greensburg Office
SEP 19
12:00 pm, 5:00 pm
How to Become a Client of Hefren-Tillotson
North Hills Office
SEP 23
6:30 PM
Full Steam Ahead: Getting on Track for Retirement/Retirement Planning
North Hills Office
SEP 24
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
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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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Listen to Past Episodes

Ask the Advisor

Financial Q&A Podcast
This Week's Topic:
Individual Municipal Bonds
Michael Horan
Financial Advisor
Hear The Answer

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
Multi-generational planning today, for tomorrow
Sep 17, 2019
Hefren-Tillotson
Business Planning, Charitable Giving, Lifestyle
The Ultimate Guide to Managing Your Personal Finances
Sep 12, 2019
Hefren-Tillotson
Financial Planning, Investing Concepts
The Battle of the (Savings) Bonds!
Sep 12, 2019
Kurt Carlson, CFP®, CFA®, AIFA®
Executive Vice President
Financial Planning, Lifestyle, Retirement Planning
Why income planning is so important
Sep 10, 2019
Hefren-Tillotson
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Videos

Watch and Learn
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05:55
Financial Tips for Women on How to Prepare for the Future
Amy Riley
Financial Advisor
Erin Weber, CFP®
Financial Advisor
Margaret Kanaan, AIF®
Senior Vice President
06:01
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
03:37
Are Bonds Still a Relevant Investment?
Timothy Davis
Director of Fixed Income
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Experience.

You Can Trust.

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.