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

Understanding Annuities – Is an Annuity the right choice for you?

Saturday, February 4, 2017 - 9:00 AM

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: Saturday, February 4, 2017 - 9:00 AM
Where: Panera Bread - Waterworks Mall
Address: Panera Bread, Waterworks Mall
942 Freeport Rd,
Pittsburgh, PA 15238

What can I expect at this workshop?

We will discuss the different types of Annuities, how they work and their advantages and disadvantages. 

We will also discuss the Hefren-Tillotson Planning process and how the annuities may or may not fit with your individual plan.

Topics

  • A Fixed vs Variable Annuity
  • What does a “6% return for income purposes” actually mean?
  • What are the pros and cons of investing with an annuity?
  • What are the tax consequences of annuity income?
  • How annuities can be used to generate income.
  • A introductory look to Hefren-Tillotson’s financial planning process.

 

Who Should attend

  • Investors who are considering purchasing an annuity.
  • Retirees  looking for ways to secure income for their future.
  • Individuals who have heard advertisements for annuities and would like to learn more.
  • Those looking to learn about Hefren-Tillotson’s financial planning process.
  • Individuals who have invested in annuities and would like to review their investments.

 

If you would like to resereve your seat or get more information

  • Please contact Benjamin Burkley, 412.633.1719 or Benjamin.Burkley@hefren.com

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.