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Introducing MASTERPLAN 101 ... YOUR basics guide to the investment world!

Hidden Risks of Retiring Without a Financial Plan

Tuesday, January 23, 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, January 23, 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:


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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.