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Introducing MASTERPLAN 101 ... YOUR basics guide to the investment world!

The Hefren-Tillotson Advantage: An Overview of Financial Planning with MASTERPLAN®

Wednesday, April 4, 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, April 4, 2018 - 6:30 pm
Where: Panera Bread - The Galleria of Mt. Lebanon
Address: 1500 Washington Road,
Mt. Lebanon, PA 15228

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.

Unable to attend? Have questions or want a one-on-one meeting?

Contact Joe @ 412-633-1696 ~ joe.grunwald@hefren.com  or contact Ray @ 412-633-1668 ~ ray.tyson@hefren.com


Presented By:


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.


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.