What can we help you find?
Introducing MASTERPLAN 101 ... YOUR basics guide to the investment world!

Approaching Age 70 1/2? What You Need To Know About Your Retirement Accounts

Tuesday, August 7, 2018 - 4:00 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: Tuesday, August 7, 2018 - 4:00 pm
Where: North Hills Office
Address: 12570 Perry Highway, Suite 100
Wexford, PA 15090

What to expect?

  • An introduction to Hefren-Tillotson
  • An overview of: The different ways we can work with clients to improve their financial situation, our team’s philosophy and approach to investing, and our Masterplan process – comprehensive financial planning
  • A discussion of Required Minimum Distributions (RMDs)
  • Q&A

 

Who should attend?

  • Interested in Hefren-Tillotson and our services
  • Approaching, or post, age 701/2 and have retirement accounts (IRA, 401(k), etc.)
  • Inherited monies and need to begin RMDs
  • Looking to simply understand RMDs (i.e. how is the RMD calculated)

 

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

Contact Grady at 412-633-1519 or Grady.Wirth@hefren.com

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.

Stay informed by subscribing to our e-newsletter. We’ll send you market and investment related updates and insights.

 
 
   
Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.