Important Information on Reinitiating In-Person Client Meetings

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What can we help you find?

All Seminars

Our Services and Approach to Investing

Thursday, January 30, 2020
6:00 PM
Hosted By:

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.

Greensburg Office
540 Pellis Rd.,
Greensburg, PA 15601

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.