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Seminars

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

Select a Seminar:

OCT 03
12:00 PM, 6:00 PM
Lessons Learned Financial Roundtable
Monroeville Convention Center - South Hall
SEP 17
6:30 PM
Government Employee Retirement Workshop
North Hills Office
SEP 18
5:30 PM
Retirement Income Strategies: Solving for Income and an Overview of the MASTERPLAN® Process
Greensburg Office
SEP 19
12:00 pm, 5:00 pm
How to Become a Client of Hefren-Tillotson
North Hills Office
SEP 23
6:30 PM
Full Steam Ahead: Getting on Track for Retirement/Retirement Planning
North Hills Office
SEP 24
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
SEP 25
2:00 PM
Open Office Hours
North Hills Office
SEP 25
6:00 PM
Understanding Medicare & Maximizing Social Security
North Hills Office
SEP 25
6:00 PM
Retirement Income Strategies: Solving for Income and an Overview of the MASTERPLAN® Process
Murrysville Community Center
SEP 25
7:00 PM
Charitable Giving - Maximizing Your Gift
Oakmont Presbyterian Church
SEP 26
12:00 PM, 5:30 PM
The Worst Possible Time to Retire
Duquesne Club
OCT 01
12:00 pm, 5:00 pm
How to Become a Client of Hefren-Tillotson
North Hills Office
OCT 01
6:30 PM
Tuesday Talks: Managing an Unplanned Retirement
Moon Township Library
OCT 02
6:00 PM
Little Black Dress Approved - The Basics of Budgeting
The Center for Women
OCT 03
12:00 PM, 6:00 PM
Lessons Learned Financial Roundtable
Monroeville Convention Center - South Hall
OCT 08
12:00 PM, 5:30 PM
The Worst Possible Time to Retire
Duquesne Club
OCT 08
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
OCT 15
6:30 PM
Tuesday Talks: Managing an Unplanned Retirement
Moon Township Library

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.