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Introducing MASTERPLAN 101 ... YOUR basics guide to the investment world!

Financial Planning for A New President and A New Year

Tuesday, March 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, March 7, 2017 - 5:30 PM
Where: Sarver, PA
Address: Cooper Station
352 N Pike Road
Sarver, PA 16055

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:


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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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.