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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

PITTSBURGH EASTERN REGION SEMINAR SERIES: Approaching Age 70½? What You NEED TO KNOW About Your Retirement Accounts

Saturday, February 3, 2018 - 9:30 am

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: Saturday, February 3, 2018 - 9:30 am
Where: Panera Bread - Wilkins Township
Address: Panera Bread (Penn Center East, Monroeville)
400 Penn Center Blvd
Pittsburgh, PA 15235

What to expect?

  • An introduction to Hefren-Tillotson
  • An overview of:
    • The different ways we can work with clients to improve their financial situation
    • Our Team’s philosophy and approach to investing
    • Our Masterplan process – comprehensive financial planning
  • A discussion of Required Minimum Distributions (RMDs)
  • Q&A 

 

Who should attend?

  • Interested in Hefren-Tillotson and our services
  • Approaching, or post, age 701/2 and have retirement accounts (IRA, 401(k), etc.)
  • Inherited monies and need to begin RMDs
  • Looking to simply understand RMDs (i.e. how is the RMD calculated)

 

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

 

 Additional host: Grady Wirth, CFP®Senior Financial Planner

Presented By:

Experience.

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.

Insight.

You Can Rely On.

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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.