Why should I attend The Hefren- Tillotson Advantage seminar?
This seminar is designed to provide an overview of the services we provide via MASTERPLAN approach to preserve and invest your assets to realize your long term financial goals. This is an ideal environment to get an understanding of how we can partner with you to prepare and safeguard your future retirement.
At this seminar, we will:
- Provide a brief an overview of Hefren-Tillotson and our Team approach to client service.
- Review the important considerations for developing a comprehensive financial plan.
- Explain our researched based careful approach to diversification and investing
- Have a time for Q&A for your financial questions
Who should attend?
- Interested in seeing what Hefren-Tillotson brings to the table?
- Looking for an evaluation of your current financial plan & investment strategies?
- Is your retirement drawing near and you want to get your financial preparations in order?
No worries, come as you are, this seminar will be a relaxed professional and conversational presentation. Reservations are SUGGESTED. Light refreshments will be provided.
There is no charge to attend this seminar.
Joseph N Grunwald, CFP Financial Advisor / Vice President
K. Ray Tyson, Financial Advisor / Vice President
Unable to attend? Have questions or want a one-on-one meeting?