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Seminars

Join us at one of our no-obligation seminars. Seminars are free to attend.

Select a Seminar:

JAN 22
5:30 PM
What the SECURE Act Means for Your 401(k) and IRA
North Hills Office
JAN 23
12:00 PM, 5:00 PM
How to Become a Client of Hefren-Tillotson
North Hills Office
JAN 23
7:30 PM
Scams, Frauds and Schemes: Protecting Yourself in the Digital Age
Friendship Village
JAN 25
9:00 AM
The Hefren-Tillotson Retirement Plan: An Inside Look at Hefren-Tillotson's Approach To Retirement Planning
North Hills Office
JAN 29
6:00 PM
Little Black Dress Approved - The Basics of Budgeting
North Hills Office
JAN 29
6:00 PM
Managing an Unplanned Retirement
Shaler North Hills Library
JAN 30
6:00 PM
Our Services and Approach to Investing
Greensburg Office
JAN 30
6:00 PM
Protecting Your Life's Work
North Hills Office
FEB 04
12:00 PM, 5:00 PM
How to Become a Client of Hefren-Tillotson
North Hills Office
FEB 04
6:00 PM
The Secure Act - Major Changes to Your Retirement and Estate Plans
Panera Bread - Mt. Lebanon
FEB 05
6:00 PM
Managing an Unplanned Retirement
Shaler North Hills Library
FEB 06
6:30 PM
Hefren-Tillotson Welcome Workshop: An Introduction to Our Client Services and an In-Depth Look at Smart Retirement Planning
North Hills Office
FEB 11
5:30 PM
The SECURE Act - What it Means for You and Your Family
Greensburg Office
FEB 11
6:00 PM
Guide to Retiring in 2020
Moon Township Library
FEB 11
6:30 PM
Federal Employees - Are You Ready to Retire?: An Introduction to Hefren-Tillotson, Breakdown of Benefits and Making the Retirement Transition
North Hills Office
FEB 12
5:30 PM
Retirement Basics: Retirement Planning in a Challenging Environment
North Hills Office
FEB 13
5:30 PM
What the SECURE Act Means for Your 401(k) and IRA
North Hills Office
FEB 19
2:30 PM, 5:00 PM
IRAs Impacted by the SECURE Act: What to Do Now!
North Hills Office
FEB 20
12:00 PM, 5:00 PM
How to Become a Client of Hefren-Tillotson
North Hills Office
FEB 22
9:00 AM
Hefren-Tillotson in Your Neighborhood: Our Services and Approach to Investing
Sweet Buzz Bean & Bistro
FEB 22
9:00 AM
The Hefren-Tillotson Retirement Plan: An Inside Look at Hefren-Tillotson's Approach To Retirement Planning
North Hills Office

MASTERPLAN 101

Get Educated on Your Investments
MASTERPLAN 101 | Lesson 10
Millennials & Money: By the Numbers

Like the Baby Boomer generation – born in the years 1946 to 1964 –the Millennials are proving to be an endless source of fascination for researchers and the media. Now that most of the Millennial cohort have moved into careers, the spotlight is frequently shown on how they handle money. All that attention has uncovered financial facts that can be significant for the American economy as a whole.

MASTERPLAN 101 | Lesson 9
Life Insurance - Getting It and Getting It Right!

Just how important is insurance in your personal world? Buy a car – you buy auto insurance. Buy a house – you buy homeowners’ insurance. Rent an apartment – you buy renter’s insurance. Start a business – get business owner’s insurance. And the list goes on.

Experience.

You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

Insight.

You Can Rely On.

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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.