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MASTERPLAN 101 - Lesson 2 is HERE

How to Become a Client of Hefren-Tillotson (Afternoon Session)

Tuesday, November 13, 2018 - 12:00 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 13, 2018 - 12:00 pm
Where: North Hills Office
Address: 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

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.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.