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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Financial Planning Night at the Bake Shop

Tuesday, November 14, 2017 - 6:00 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: Tuesday, November 14, 2017 - 6:00 pm
Where: 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.

 

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.