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.