Designed for prospective clients, join us for a discussion of the thought-process behind our MASTERPLAN® and how it is used to provide a comprehensive understanding of both the financial present and future for families and individuals.
What to expect?
- Introduction to Hefren-Tillotson and our Team approach
- Getting financially organized – our MASTERPLAN® process
- Our Team’s philosophy and approach to investing
- Market and portfolio considerations
- Life events that may drive the need for financial advice
Unable to attend? Have a question? Prefer a one-on-one meeting?
Contact Joe at 412-633-1695 or Joseph.Yezovich@hefren.com