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Financial Planning Night at the Bake Shop

Presented By:

Date
Tuesday, November 14, 2017
Time
6:00 pm
Location
Mainstreet Bake Shop - Saxonburg
Address
Mainstreet Bake Shop
170 W Main St
Saxonburg, PA 16056

This Tuesday evening community event will be held at Mainstreet Bake Shop 170 W Main Street in Saxonburg, PA.  This one hour gathering from 6:00 - 7:00 PM will offer you the opportunity to meet advisor Brent Heitzenroder and understand our investing philosophies as well as our MASTERPLAN Approach.  Also in attendance will be John Kardos, an Estate Planning Attorney and Saxonburg resident who will be available to answer your questions regarding wills, durable powers of attorney, advance healthcare directives and trusts. 

 

We will also be enjoying some of Mainstreet Bake Shop's delicious treats and meet Megan Roth, the heart and soul behind one of the businesses that is helping to make Saxonburg a postcard town.        

 

Who should attend?

  • Interested in understanding Hefren-Tillotson’s investing beliefs, focus on comprehensive financial planning, and meticulous wealth management?
  • Close to retirement and questioning what preparations you might want to consider?
  • Looking for guidance on your estate planning?

 

Space is limited and RSVP is requested.

 

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.

Seminar Registration