What can we help you find?

All Seminars

How to Become a Client of Hefren-Tillotson

Presented By:

Thursday, July 25, 2019
12:00 pm, 5:00 pm
North Hills Office
12570 Perry Highway,
Wexford, PA 15090

This seminar at our North Hills location is an open conversation providing an introduction to Hefren-Tillotson while also detailing the process of becoming a client.

In this discussion we will touch upon:

  • Our approach to financial planning and investment management
  • The process of opening and funding new accounts 
  • Transferring investments from your current firm to Hefren-Tillotson
  • How we manage investments to an individuals goals and objectives
  • Defining the ongoing relationship with your trusted Hefren-Tillotson advisor
  • What are the costs and fees


You should consider attending if any of the following describes your situation:

  • You have been putting off a serious conversation about your investments
  • You have had questions about the financial situation of your family or business
  • You are currently working with an advisor, but considering a change
  • You have changed jobs with assets still in a former employer's retirement plan
  • You have never spoken to a professional about investing
  • You are approaching retirement


There is no cost to attend this event, however space is limited and an RSVP is requested.  Please call (412)633-1730 to register.

Unable to attend?  Have a question?  Prefer a one-on-one meeting? Contact Brent Heitzenroder at 412-633-1732/Brent.Heitzenroder@hefren.com or Thomas Edwards at 412-633-1707/Thomas.Edwards@hefren.com

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