What can we help you find?

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.

Stay informed by subscribing to our e-newsletter. We’ll send you market and investment related updates and insights.

Name
 
Email
   
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.