Second Quarter 2019 Market Report

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Seminars

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

Select a Seminar:

JUL 16
6:00 PM
Tuesday Talks: Managing an Unplanned Retirement
Downtown Pittsburgh Office
JUL 17
5:30 PM
Principles for Successful Long-Term Investing
Gianna Via’s Restaurant
JUL 17
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
JUL 23
5:30 PM
Retirement Income Strategies: Solving for Income and an Overview of the MASTERPLAN® Process
Greensburg Office
JUL 23
6:30 PM
Hefren-Tillotson's Retirement Discussion: MASTERPLAN® Process & Plan for YOUR Retirement Transition
North Hills Office
JUL 23
6:30 PM
Tuesday Talks: Managing an Unplanned Retirement
Moon Township Library
JUL 25
12:00 pm, 5:00 pm
How to Become a Client of Hefren-Tillotson
North Hills Office
JUL 30
6:00 PM
Can I Afford to Retire?
North Hills Office
AUG 01
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
AUG 06
12:00 pm, 5:00 pm
How to Become a Client of Hefren-Tillotson
North Hills Office
AUG 07
6:00 PM
Can I Afford to Retire?
North Hills Office
AUG 12
6:00 PM
Retirement 101: Taking Your Investment Plan Back to School
Hefren-Tillotson's Wexford Office
AUG 13
6:30 PM
Tuesday Talks: Managing an Unplanned Retirement
Moon Township Library
AUG 14
5:30 PM
Retirement Income Strategies: Solving for Income and an Overview of the MASTERPLAN® Process
Greensburg Office
AUG 14
6:00 pm
Retirement Basics: Retirement Planning in a Challenging Environment
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.