Those who accumulate significant wealth often feel a need to give back by "CARING" enough to pay it forward. Setting up a charitable foundation can be a wonderful way to help others by showing them how to help themselves. This seminar will give you an opportunity to look at the big picture, and then you can decided if you overall financial plan is aligned with your beliefs. Attend this informative and interactive seminar where we will discuss:
- The history of Hefren-Tillotson and why it is important
- The MASTERPLAN® approach to financial security
- The Ten Commandments of Investing and how they apply to you
All attendees will receive a copy of "The Ten Commandments of Investing." Seminar is open to prospective clients of Hefren-Tillotson.
If you have a question about the seminar or prefer a one-on-one meeting with The Weber Group, contact Erin at 412-633-1671 or WeberGroup@hefren.com.