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

Thursday, May 4, 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, May 4, 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 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 


Presented By:


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.


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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.