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Financial Fitness Training: Unwinding Your Annuities (Afternoon Session)

Presented By:

Tuesday, January 15, 2019
2:00 pm
Butler Office
106 South Main St., 4th Floor
Butler, PA 16001

What to Expect:

An interactive commentary making and breaking the case for annuities, while also providing attractive solutions for using exisiting assets to better serve your financial goals.

Discussion Items:

  • Understanding what you own and why you own it.
  • Potential fees, penalties and taxes that may impact your investments.
  • Strategies for exchanging or replacing Your existing annuity contracts
  • An introduction to Hefren-Tillotson and our methods for comprehensive financial planning
  • Question and answer session.


Who Should Attend?

  • Investors who are unhappy with an existing annuity contract.
  • Owners of annuities which are no longer competitive in today’s marketplace
  • Pre and post retirees looking for an education on income options for retirement.
  • Those contemplating the purchase of a fixed or variable annuity.
  • Fearful retirees who feel they may run out of money.
  • Individuals and Families interested in learning how Hefren-Tillotson may be able to add value to their financial situation.


Interested in more information, but cannot attend?

Please contact Evan Gorse at 412-633-1625 or evan.gorse@hefren.com

To reserve your seat call 412-633-1625 or you can register online.

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.

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