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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

The Retirement Workshop: Solving for Income & An Overview of the MASTERPLAN® Process

Wednesday, February 21, 2018 - 5:30 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, February 21, 2018 - 5:30 pm
Where: Greensburg Office
Address: 540 Pellis Road, Suite 1000
Greensburg, PA 15601

What is the Retirement Workshop?

An ongoing monthly series hosted in Hefren-Tillotson’s Greensburg Office, designed for anyone who:

  • Is approaching retirement
  • Has recently retired and is unsure about their financial plan
  • Is far from retirement, but want’s to start taking the right steps now

 

At this workshop we will:

  • Have an interactive discussion about planning for and managing a successful retirement
  • Discuss the Hefren-Tillotson MASTERPLAN approach and why not having a plan is setting yourself up for failure
  • Provide an overview of the services we offer and highlight the advantages of our team approach

 

Not able to attend this month’s workshop or prefer a one-on-one meeting? 

Please contact the Alderson-Riehl Group directly at 412-633-1711.

 

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.