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Keys to Protecting Your Wealth

Presented By:

Kurt Carlson, CFP®, CFA®, AIFA®
Executive Vice President
Date
Thursday, October 19, 2017
Time
2:00 pm
Location
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

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.

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308 Seventh Avenue
Pittsburgh, PA 15222
Local: (412) 434-0990
Toll Free: (888) 405-0990

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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.

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