Important Information on Reinitiating In-Person Client Meetings

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Important Information on Reinitiating In-Person Client Meetings

On March 13, 2020, in response to state and local orders relating to the Covid-19 crisis, Hefren-Tillotson suspended face-to-face meetings and moved to primarily remote work status. As our ability to return to the office has expanded, we are also looking forward to offering in-person client meetings for essential needs. The close relationships we share with our clients has been enhanced over the years by the ability to meet in person. 

Beginning the week of September 8, 2020, we are happy to announce Hefren-Tillotson will provide an option for in-person client appointments.

Although we continue to encourage the use of virtual meetings where possible, we will be available to meet face-to-face for more essential needs.

The safety of our Hefren-Tillotson family (both clients and employees) comes first. We have adopted numerous safety precautions to reduce the risks of exposure to COVID-19 during a visit. Our procedures have been reviewed by third-party experts. 

Standard safety practices such as face masks, social distancing, and hand sanitizing are complemented with added steps including optional Plexiglas barriers, air purifiers with HEPA filters, and diligent cleaning procedures.

Please do not hesitate to contact your Hefren-Tillotson advisor with questions or to schedule your next meeting. Our offices are located in Downtown Pittsburgh, Butler, Greensburg, North Hills and South Hills.

DISCLAIMER: Past performance does not predict future results. This report is based on data obtained from sources we believe to be reliable. Hefren-Tillotson does not, nor any other party, guarantee the accuracy or completeness of this report or make any warranties regarding results obtained from its usage. All opinions and estimates included in this report constitute the firms judgment as of the date of this report and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation to buy or sell the securities herein mentioned.
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.