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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

NORTHERN PITTSBURGH SEMINAR SERIES: Money in Motion

Tuesday, February 27, 2018 - 5:00 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.

 
 
 
 
When: Tuesday, February 27, 2018 - 5:00 pm
Where: North Hills Office
Address: 12570 Perry Highway, Suite 100
Wexford, PA 15090

Who should attend?

  • Those interested in Hefren-Tillotson and our services
  • Individuals considering retirement or have recently retired
  • Anyone who is going through or has gone through a change in employment
  • People with money that is “sitting on the sidelines” 
  • Approaching, or post, age 701/2 and have retirement accounts (IRA, 401(k), etc.)
  • Inherited monies and need to begin RMDs

 

What to expect?

  • An introduction to Hefren-Tillotson 
  • An overview of:
    • The different ways we can work with clients to improve their financial situation
    • Our Team’s philosophy and approach to investing
    • Our Masterplan process – comprehensive financial planning
  • An in depth look at how Hefren-Tillotson approaches retirement planning 
  • Q&A

 

BONUS:

  • Required Minimum Distribution (RMD) review class.  Taught by CERTIFIED FINANCIAL PLANNER™ certificant and Senior Financial Planner, Grady Wirth
  • RMD educational material
  • 2018 Hefren-Tillotson Quick Reference Tax Guide 

 

 Additional host: Grady Wirth, CFP®Senior Financial Planner

Presented By:

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.

Insight.

You Can Rely On.

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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.