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Protecting Your Life's Work

Thursday, January 30, 2020
6:00 PM
Hosted By:

Estate Planning is a complicated concept for many Americans when planning their financial lives. From legal aspects to financial implications, we all want to make sure our life's work is protected.

Join Advisors Dan Goss, Garrett Warmbein and Attorney Dan Reimer as they explain how to navigate the estate planning process. Topics discussed in this seminar will include:

  • Breaking down an estate
  • Goals of a modern estate plan
  • How assets pass through an estate
  • Who is in control of assets and when
  • Wills vs. Trusts
  • Asset Protection
North Hills Office
12570 Perry Highway,
Wexford, PA 15090

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.