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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Financial Planning for A New President and A New Year

Tuesday, February 7, 2017 - 5:30 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 7, 2017 - 5:30 PM
Where: Franklin, PA
Address: The Franklin
1340 Liberty Street
Franklin, PA 16323

What can I expect at this Event?

An interactive commentary on the markets, financial planning under a new administration and insight for how proper portfolio management can reduce concern for investors when faced with economic uncertainty.

Discussion Items:

  • A Year End Review of Financial Markets for 2016 and Insights for 2017
  • Potential Impacts on Your Retirement Assets from A New Administration
  • Financial Industry Changes that May Impact How Investors Work with Their Advisors
  • Unique Tax Planning Strategies for Individuals and Families
  • An Introduction to Hefren-Tillotson and Their Unique Process for Comprehensive Financial Planning
  • Question and Answer Session

 

Who Should Attend?

  • Investors interesting in financial markets and their impact on investment portfolios
  • Voters who have wondered what impact Donald Trump’s proposals could have on their retirement assets
  • Those looking for unique ways reduce their yearend tax bill
  • Individuals and Families interested in learning how Hefren-Tillotson may be able to add value to their financial situation

 

Interested in more information, but cannot attend?

Please contact Evan Gorse at 412-633-1625 or evan.gorse@hefren.com

To reserve your seat call 412-633-1625 or you can register online on this page.

 

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.