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Your IRA and You

Saturday, June 10, 2017 - 8:30 am

Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form to reserve your space or call 888-405-0990.

 
 
 
When: Saturday, June 10, 2017 - 8:30 am
Where: North Hills Office
Address: 12570 Perry Highway, Suite 100
Wexford, PA 15090

An educational roundtable to provide a simple, practical understanding of retirement assets through the evolution of life.

  • Nuances of IRA’s
  • Significance of ages 55, 59 ½ and 70 ½
  • 401(k) and Pension Rollovers
  •  RMD’s
  • Beneficiary IRA’s

 

Moderator:  Kris Rodgers, Associate Advisor

Expert:  Jay Simon, CFP®, Senior Vice President

Unable to attend?  Or prefer to schedule a private, no obligation meeting or phone call with Jay and Kris?

Presented By:

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.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.