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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Retirement Planning in a Challenging Environment

Tuesday, December 5, 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, December 5, 2017 - 6:00 pm
Where: Panera Bread - Pleasant Hills
Address: Southland Shopping Center
623 Clairton Blvd
Pleasant Hills, PA 15236

Hefren-Tillotson’s seminar series are designed to provide an introduction to our financial planning process and our investment management services, while also giving quality insight into financial markets.

During this workshop, we will:

  • Give an introduction to Hefren-Tillotson – Who We Are? What We Believe?
  • Discuss the challenges that our clients, and other retirees, are faced with in today’s environment 
  • Highlight how we address these challenges for our clients
  • Identify key dates in the retirement planning timeline
  • Question and Answer 

 

Who Should Attend?

  • Individuals and families interested in learning about Hefren-Tillotson and our services.
  • Those looking for ways to get organized and prepared to address their financial goals.
  • Recent retiree’s or those who wish to retire soon

 

Interested in more information, but cannot attend?

Contact Michael Horan at 412-633-1718, or Michael.Horan@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.