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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

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-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.