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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Hidden Risks of Retiring Without a Financial Plan

Tuesday, February 6, 2018 - 6:30 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, February 6, 2018 - 6:30 pm
Where: Pine Community Center
Address: 100 Pine Park Drive
Wexford, PA 15090

Retirement should be a relaxing and fulfilling stage of your life. As with any major transition, it presents a new set of challenges that may cause anxiety.

So as you make this transition, recognize that what you don’t know could cost you. We will help you understand potential risks retirees face and how to construct a game plan that addresses your biggest financial worries.

Consider attending if you find yourself:

  • Approaching retirement and need help
  • Concerned another economic crisis will throw you off track
  • Questioning if your “nest egg” can withhold unexpected but predictable events
  • Fearful your lifestyle may change due to something like medical expenses
  • Worried you may become a financial burden on your loved ones

 

Join us as we discuss:

  • Retiring to something rather than retiring from something
  • How a comprehensive financial plan can help you live a worry-free retirement
  • Preventing and managing some of the biggest mistakes investors make
  • Longevity and inflation – how to avoid outliving your retirement savings dollars
  • An introduction to Hefren-Tillotson and our unique and proven MASTERPLAN® approach

 

Unable to attend but want your questions answered? Prefer a one-on-one meeting?

 

Additional host: Brad Colvin, CFP®Senior Financial Planner

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.