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

Presented By:

Date
Wednesday, July 18, 2018
Time
6:00 pm
Location
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

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.

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