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MASTERPLAN 101 - Lesson 2 is HERE

Patio Home Dilemma: Tips for When "Downsizing" Your Home Means "Upsizing" Your Costs (Afternoon Session)

Wednesday, July 18, 2018 - 2:30 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: Wednesday, July 18, 2018 - 2:30 pm
Where: North Hills Office
Address: 12570 Perry Highway,
Wexford, PA 15090

Are you considering "downsizing" to a smaller, low maintenance home during retirement?  Are you worried that your "downsize" might actually be a financial "upsize?"


At this seminar, we will discuss:

  • The generational shift taking place in today's housing market
  • Things to consider when buying your retirement home
  • What "downsizing" can mean for your finances
  • Protecting your estate with multi-generation planning strategies
  • An introduction to Hefren-Tillotson and our approach to client service


Unable to attend?  Have a question?  Prefer a one-on-one meeting?

Contact Kurt or Rob directly at 412-633-1514 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.


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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.