What can we help you find?
INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Understanding Medicare & Maximizing Social Security

Wednesday, September 26, 2018 - 6:30 pm

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: Wednesday, September 26, 2018 - 6:30 pm
Where: Pine Community Center
Address: 100 Pine Park Dr.
Wexford, PA 15090

Do you have questions about Social Security and Medicare? We can help.

Consider attending if you find yourself asking:

  • When should I start taking Social Security benefits?
  • Is Social Security going bankrupt?
  • I am new to Medicare, what do I need to do?
  • Can I keep my doctor once I enroll in Medicare?

 

Join us as we discuss:

  • There is no one-size-fits-all answer when to begin Social Security benefits
  • Why it's important to plan together with your spouse, and strategies you can use to boost overall household benefits
  • What Medicare covers, what it doesn’t
  • Open Enrollment– the opportunity to switch to another Medicare Advantage plan without any penalties
  • An introduction to Hefren-Tillotson and our unique and proven MASTERPLAN® approach

 

Speakers Include:

  • Certified Financial Planners, Robert Rodgers and Brad Colvin
  • Medicare & Medicaid Specialist, Frank MacNeil

 

Attendees will also receive a free Social Security workbook containing key information, worksheets, and questions to help you remember important points from the seminar.

Call 412-633-1741 to register.

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.

Stay informed by subscribing to our e-newsletter. We’ll send you market and investment related updates and insights.

 
 
   
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.