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Protecting Your Legacy - Estate, Tax and Investment Strategies

Thursday, November 14, 2019
5:30 PM
Hosted By:

Join us in the University Club for an informative evening. A lite dinner will be served.

Why should I attend?

  • Are you interested in strengthening your legacy through thoughtful estate and tax planning?
  • Insights and update from a highly respected estate planning attorney.
  • An update on the investment markets.
  • Learn about retirement income planning though our Masterplan approach.

This seminar is designed to provide an overview of the services we provide via the MASTERPLAN® approach to preserve and carefully invest your assets to realize your long term financial goals.

There is no charge to attend this seminar but space is limited.

This is an ideal environment to get an understanding of how you can prepare and safeguard your financial future.

No worries, come as you are, this seminar will be a relaxed professional and conversational presentation.  Reservations are SUGGESTED. There is no charge to attend this seminar.

Unable to attend? Have questions or want a one-on-one meeting?

The University Club, Conference Room A
123 University Place
Pittsburgh, PA 15260

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.