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

Presented By:

Saturday, April 29, 2017
9:00 AM
Panera Bread - Cranberry
Panera Bread @ Cranberry Mall
20111 US-19
Cranberry Twp, PA 16066

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.


  • 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

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.

Seminar Registration