Designed for prospective clients, join us for a discussion of our Tax-Managed Portfolios and how they are used to provide a very tax-efficient, low cost, approach to investing.
What to expect?
• Introduction to Hefren-Tillotson and our Team approach
• Learn about our Team’s philosophy and approach to investing
• Learn about our Tax-Managed portfolios
• Learn about our Financial Planning approach
Who should attend? Those who are…
• Looking for a tax-efficient, low cost, investment approach and/or looking to lessen their tax burden.
• Looking to invest excess cash.
• Worried about the markets and inflation.
• Nearing retirement and looking to establish a plan.
• Looking for a second opinion of their current investment portfolio.
• Interested in Hefren-Tillotson and our services.
Unable to attend? Have a question? Prefer a one-on-one meeting?
• Contact Joe at 412-633-1695 or Joseph.Yezovich@hefren.com
You can expect a professional, yet relaxed, atmosphere. Registrations are suggested. Attendees will also receive a complementary FINANCIAL ORGANIZER.