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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Federal Employee Retirement Considerations: An Introduction to Hefren-Tillotson and Overview of Federal Employee Retirement Benefits

Thursday, September 7, 2017 - 6:00 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: Thursday, September 7, 2017 - 6:00 pm
Where: Greensburg Office
Address: 540 Pellis Road, Suite 1000
Greensburg, PA 15601

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 Federal Employee Retirement Benefits & Social Security
  • Q&A

 

Who should attend?

  • Interested in Hefren-Tillotson and our services?
  • Nearing retirement and looking to establish a game plan?
  • Retired and looking for an objective professional review of your current financial situation?
  • Looking to understand Federal Employee Benefits & Social Security?

 

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

 Contact Joe at 412-633-1695 or joseph.yezovich@hefren.com

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.