Why attend?

As a business owner, you are the leader of your organization and are expected to perform many roles. By building the right team of financial experts around you, you can focus more attention to priority number one – growing your business.

Hefren-Tillotson’s Business Owners Breakfast Series are designed to introduce you to our services and give an in-depth look at our team approach to addressing the unique needs of business owners like you.

Specialists and topics include:

Robert Rodgers & Brad Colvin, Certified Financial Planners

·         Stock market update

·         How we collaborate with you to build a plan around YOUR business

Richard Stewart, CPA, Accountant

·         Tax reform opportunities

·         Overview of the new 20% pass-through deduction

Al Lorenzi, Business Insurance Specialist

·         How to value your business

·         Business succession challenges

Breakfast will be served. Seating is limited so please RSVP early to reserve your seat.

Unable to attend but interested if we can help your business?

·         Contact Robert Rodgers at 412-633-1741 or Robert.Rodgers@hefren.com