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Introducing MASTERPLAN 101 ... YOUR basics guide to the investment world!

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.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.