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

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

Wednesday, January 31, 2018 - 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: Wednesday, January 31, 2018 - 6:00 pm
Where: Oakmont Bakery
Address: 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


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.


You Can Rely On.

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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.