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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Managing Employment Transition and Premature Retirement

Tuesday, April 18, 2017 - 5:00 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: Tuesday, April 18, 2017 - 5:00 PM
Where: Butler Office
Address: 106 South Main Street, 4th Floor
Butler, PA 16001

Areas of discussion include the following:

  • Unemployment Compensation Basics
  • Group Benefits and Portability Options
  • Pre Age 59 ½ retirement asset withdrawal strategies
  • 401(k) options after separation of service
  • Social Security Benefits
  • Personal Financial Planning: Designing a personal plan to protect your future

This workshop is specifically designed for individuals expecting a future change in, or loss of, employment or facing either an optional or forced early retirement, or potential career change.  There is no charge for this workshop but space is limited and reservations are suggested.  Light refreshments will be provided.  To reserve your space at at this workshop, please contact Molly Weitzel or Marcia Lupi at (724) 283-3788 or register here online.

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.