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

Hidden Risks of Retirement Investing - Copy

Saturday, September 23, 2017 - 9:30 am

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: Saturday, September 23, 2017 - 9:30 am
Where: Panera Bread - Bethel Park
Address: 5243 Library Rd
Bethel Park, PA 15102
(Located in South Park Shops)

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 do not 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 so there are no surprises.

Consider attending if you find yourself:

  • Nearing or in 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
  • Preventing and managing some of the biggest mistakes investors make
  • Longevity and inflation – how to avoid outliving your retirement savings dollars
  • How a comprehensive financial plan can help you live a worry-free retirement
  • 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? Call us directly at 412.633.1741 or email Robert.Rodgers@hefren.com


Additional host: Brad Colvin, CFP®, Senior Financial Planner

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.