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GREENSBURG AREA SEMINAR SERIES: An introduction to Hefren-Tillotson and Retirement Planning Considerations

Presented By:

Joseph Yezovich, CFP®, CFA®
Financial Advisor
Date
Thursday, April 6, 2017
Time
6:00 pm
Location
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 common retirement planning concerns – i.e. do I have enough saved, when should I start Social Security benefits, or which option should I elect for my pension?
-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?
-Need to make a pension and/or Social Security decision?

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

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

Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form or call 888-405-0990 to reserve your space.

Submit

308 Seventh Avenue
Pittsburgh, PA 15222
Local: (412) 434-0990
Toll Free: (888) 405-0990

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MEMBER SIPC
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. MEMBER SIPC.

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