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Keys to Protecting Your Wealth

Thursday, October 19, 2017 - 2:00 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.

 
 
 
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When: Thursday, October 19, 2017 - 2:00 pm
Where: South Hills Office
Address: Southpointe
121 Champion Way, Suite 110
Canonsburg, PA 15317

You've prepared for your wealth.  Is your wealth prepared for you?

At this seminar, we will discuss:

  • Keys to taking care of your wealth so it can efficiently pass to your heirs
  • What you need to know to protect your money from critical planning mistakes
  • Strategies to improve your net worth
  • Important roles and responsibilities in the estate planning process
  • An introduction to Hefren-Tillotson and our approach to client service

 

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

Contact Kurt or Rob directly at 412-633-1514 or robert.rodgers@hefren.com

Presented By:

Kurt Carlson, CFP®, CFA®, AIFA®
Executive Vice President

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.

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Headquarters
Hefren-Tillotson, Inc.
308 Seventh Avenue
Pittsburgh, PA 15222

Contact
Local: (412) 434-0990
Toll Free: (888) 405-0990

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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.