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BUSINESS OWNERS BREAKFAST SERIES: Tax Reform & Succession Planning

Wednesday, May 2, 2018 - 7:30 am

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: Wednesday, May 2, 2018 - 7:30 am
Where: Shelley's Pike Inn
Address: 114 W. Pike St.
Houston, PA 15342

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

Presented By:


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.


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.