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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Northwestern PA Financial Workshop Series

Tuesday, June 13, 2017 - 6:00 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, June 13, 2017 - 6:00 PM
Where: Clarion, PA
Address: Captain Loomis Restaurant
540 Main Street
Clarion, PA 16214

An Inside Look at Hefren-Tillotson and an Open Discussion on Retirement and Financial Planning

Areas of discussion include the following:

  • Transitioning from the accumulation to distribution phases of retirement
  • Identifying key dates in retirement planning
  • Employer retirement plan options after separation of service
  • Personal Financial Planning: Designing an individualized personal plan to protect your future and meet your goals
  • Background on Hefren-Tillotson and our financial planning and investment philosophy
  • Open question and answer session

Who should attend?

  • Individuals and families interested in learning about Hefren-Tillotson, our services, and our financial planning and investing philosophy
  • Those looking for ways to get organized and focus on addressing their financial goals
  • Nearing retirement and interested in pursuing a personalized financial plan
  • Anyone simply looking for another perspective on their current financial situation

 

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.