This webinar is an open conversation providing an introduction to Hefren-Tillotson while also detailing the process of becoming a client.

In this discussion we will touch upon:

• Our approach to financial planning and investment management
• The process of opening and funding new accounts
• Transferring investments from your current firm to Hefren-Tillotson
• How we manage investments to an individual’s goals and objectives
• Defining the ongoing relationship with your trusted Hefren-Tillotson advisor
• What are the costs and fees

You should consider attending if any of the following describes your situation:

• You have been putting off a serious conversation about your investments 
• You have had questions about the financial situation of your family or business
• You are currently working with an advisor, but considering a change
• You have changed jobs with assets still in a former employer’s retirement plan
• You have never spoken to a professional about investing
• You are approaching retirement

Unable to attend? Have a question? Prefer a one-on-one meeting? Contact Brent Heitzenroder at Brent.Heitzenroder@hefren.com or Thomas Edwards at Thomas.Edwards@hefren.com 

After registering, you will receive a confirmation email containing information about joining the webinar.