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Hefren-Tillotson's Retirement Discussion: Meet the Firm, MASTERPLAN® Process & Plan for YOUR Retirement Transition

Tuesday, January 21, 2020
6:30 PM
Hosted By:

This no-obligation discussion is created specifically for those interested in learning how to effectively prepare for the Retirement Transition. We will investigate the many risks and challenges facing retirees today, steps you can take today to plan for the future while also discussing our comprehensive approach to financial planning via the MASTERPLAN® Process. 

 What to expect?

  • An introduction to Hefren-Tillotson: Our Team’s philosophy and approach to investing, our MASTERPLAN process (comprehensive financial planning), and the different ways we can work with clients to improve their financial situation
  • A discussion on Social Security benefits
  • Planning for YOUR Retirement
  • Q&A


Who Should Attend?

  • I need help or have questions about my plan for Retirement
  • What should I be aware of as I plan for my retirement? 
  • Why is it important to have a comprehensive financial plan?   
  • How do I convert my savings to income for Retirement?
  • I'm retired now, but am I on the right path?
  • I'm interested in knowing more about Hefren-Tillotson
  • Is there value in partnering with a Financial Advisor?                                                                     

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

Contact Brent directly at 412-633-1694 or email Brent.Ulreich@hefren.com

North Hills Office
12570 Perry Highway, Suite 100
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.