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HEFREN-TILLOTSON'S RETIREMENT DISCUSSION: Meet the Firm, The MASTERPLAN® Process and Plan for YOUR Retirement

Presented By:

Date
Thursday, March 30, 2017
Time
6:30 pm
Location
North Hills Office
Address
12570 Perry Highway, Suite 100
Wexford, PA 15090

This no-obligation monthly discussion is created specifically for those interested in learning more about Hefren-Tillotson's team approach to client services and wealth management. We will investigate the many risks and challenges facing retirees today while also discussing our comprehensive approach to financial planning via the MASTERPLAN® Process. 

Who should attend this discussion?

- Are you interested in knowing more about Hefren-Tillotson and how we work?

- Do you need help or have questions about your plan for retirement?

- I'm retired now, but am I on the right path? 

- Is there value to partnering with a Financial Advisor?

- What does it look like if I want to become a client of Hefren-Tillotson?

 

Have a question or comment? Want a second opinion? Not able to attend?

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

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.

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