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Hefren-Tillotson in Your Neighborhood: Our Services and Approach to Investing

Saturday, February 22, 2020
9:00 AM
Hosted By:

Hefren-Tillotson In Your Neighborhood Seminar Series

We are hosting opportunities in your community to get to know us better. Join us as we discuss our way of doing business and servicing clients while supporting a local business.

What to expect?

  • An introduction to Hefren-Tillotson:
    • Explain the different ways we can work with clients
    • Discuss our Team’s philosophy and approach to investing
    • Review our MASTERPLAN® process – comprehensive financial planning
  • Market and portfolio considerations
  • Q&A

Who should attend?

  • Interested in Hefren-Tillotson and our services?
  • Nearing retirement and looking to establish a plan?
  • Retired and looking for an objective professional review of your current financial situation?

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

You can expect a professional, yet relaxed, atmosphere and reservations are suggested. Attendees will also receive a complementary FINANCIAL ORGANIZER. There is no charge to attend this seminar.

Sweet Buzz Bean & Bistro
3353 PA-130,
Harrison City, PA 15636

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.

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.