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Your IRA & You...For Those Approaching Retirement

Presented By:

Wednesday, August 9, 2017
3:00 pm
Grove City, PA
Grove City Outlets - Holiday Inn Express
21 Holiday Blvd
Mercer, PA 16137

“Your IRA and You” is a unique, fun, and educational program designed for those approaching retirement.  The program is a practical way to learn and get answers and insights to the most common concerns about retirement nest eggs.

  • Have I saved enough?
  • What are the significances of ages 55, 59 ½ and 70 ½ ?
  • How should my assets be invested?
  • What happens if something happens to me?


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?

Register to Attend

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

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.

Seminar Registration