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Phases of Retirement: Tax Free Bonds vs. CD's vs. Dividend Paying Stocks

Presented By:

Thursday, June 20, 2019
3:30 PM
North Hills Office
12570 Perry Highway, Suite 100
Wexford, PA 15090

Phases of Retirement is designed to give peace of mind and insights into the most common concerns about retirement in a simple, fun and practical format.

  • How should my assets be invested?
  • What are the eight psychological phases of retirement?
  • Have I saved enough?
  • What are the significances of ages 55, 59 ½ and 70 ½?
  • What happens if something happens to me?


Moderator:  Kris Rodgers, Associate Advisor

Expert:  Jay Simon, CFP™, Senior Vice President

Unable to attend?  Or prefer to schedule a private, no-obligation meeting or phone call with Jay and Kris?

Contact Kris Rodgers at 412-633-1723 or kris.rodgers@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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