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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Bake Shop Discussion Series: Eldercare Planning

Thursday, November 1, 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: Thursday, November 1, 2018 - 6:00 pm
Where: Mainstreet Bake Shop
Address: 170 West Main Street,
Saxonburg, PA 16056

Join us at Mainstreet Bake Shop where you will have the opportunity to meet a few of the region’s specialists when it comes to Financial and Eldercare planning.  

Specialists in attendance will be Hefren-Tillotson Financial Advisors Mike McKee and  Brent Heitzenroder, and Carole Shepard of ElderCare Transitions.

The Mainstreet Bake Shop will be serving their award winning pastries for all to sample.  It takes a few good ingredients to create a financial and eldercare plan, and this night they will be discussed together at the Mainstreet Bake Shop.  

Who should attend?

  • Interested to know what to consider when looking at Eldercare resources and services?
  • Considering which long term care facility would fit your needs?
  • Close to retirement and preparing for the rising cost of health care?
  • Interested in understanding Hefren-Tillotson’s investing beliefs, focus on comprehensive financial planning, and meticulous wealth management?

 

There is no cost to attend this event, however space is limited and an RSVP is requested.

Unable to attend?  Have a question?  Prefer a one-on-one meeting? Contact Mike McKee at 412-633-1717 / Michael.Mckee@hefren.com or Brent Heitzenroder at 412-633-1732 / Brent.Heitzenroder@hefren.com

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.