An Introduction to Our Client Services for Prospective Clients Nearing Retirement
What is a Welcome Workshop?
Welcome Workshops are designed to provide an introduction to our services and an in-depth look at who we are, what we do, and the various ways we can work with clients. An informative and casual workshop for prospective clients to get their questions answered.
At this workshop, we will:
• Introduce Hefren-Tillotson and our Team approach to service
• Explain the different ways we can work with clients
• Highlight the importance of having a coordinated financial plan
• Discuss our philosophy on investing and understanding risks
• Provide considerations for smart income planning strategies
• End with a Q&A on any financial topics of interest
Who should attend?
• Interested in a “behind-the-scenes” look at HT’s services?
• Looking for a second opinion or to establish a financial plan?
• Nearing retirement, recently retired, or changing jobs?
• Seeking education on smart income planning strategies?
Unable to attend? Have a specific question?
• Contact J.R. directly at 412-633-1524