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Financial, Estate & Long Term Care Planning Night at Oakmont Bakery

Presented By:

Wednesday, January 31, 2018
6:00 pm
Oakmont Bakery
531 Allegheny Ave
Oakmont, PA 15139

Financial, Estate & Long Term Care Planning Night at the Oakmont Bakery is a one hour gathering on January 31st from 6:00 –  7:00 PM  where you will have the opportunity to meet a few of the region’s specialists when it comes to financial and estate planning as well as long term care insurance and care planning services.   

Specialists in attendance will be:

Greg Farrell & Brent Heitzenroder  - Financial Advisors who specialize in Financial Planning and Investment Management

John Kardos, Esquire -  Estate Planning Attorney specializing in Wills and Trusts

Catherine Baker - Long Term Care Insurance specialist

CaroleShepard -  Long Term Care Planning specialist


Oakmont Bakery will be serving their award winning and beloved desserts for all to sample.  It takes a few good ingredients to create a sweet financial & estate plan, and this night we will be mixing it all together at the Oakmont Bakery.  


Are you:

  • Interested in understanding Hefren-Tillotson’s investing beliefs, focus on  comprehensive financial planning, and meticulous wealth management?
  • Close to retirement and questioning what preparations you might want to consider?
  • Looking for guidance on your estate planning?
  • Interested to know what to consider when looking at Long Term Care Insurance?
  • Considering which long term care facility would fit your needs?


If you answered yes to any of the above questions you should attend!

Space is limited and RSVP is Requested.


Unable to attend?  Have a question?  Prefer a one-on-one meeting?

  • Contact Brent Heitzenroder at 412-633-1732 or brent.heitzenroder@hefren.com


Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form or call 888-405-0990 to reserve your space.

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. MEMBER SIPC.

Seminar Registration