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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

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:

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.