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All Seminars

How to Become a Client

Thursday, October 22, 2020
12:00 PM, 5:00 PM
Hosted By:

This webinar is an open conversation providing an introduction to Hefren-Tillotson while also detailing the steps that are taken with new clients.

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 individual’s 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

For webinar access information, please register below. This webinar is offered at no-cost and no-obligation.

12:00 PM - CLICK HERE to register for the 12:00 PM session

5:00 PM - CLICK HERE to register for the 5:00 PM session

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

After registering, you will receive a confirmation email containing information about joining the webinar.

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.