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MASTERPLAN 101 - Lesson 2 is HERE

Ready for Retirement? Take a Deep Dive on the Planning Process

Tuesday, September 25, 2018 - 6:00 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, September 25, 2018 - 6:00 pm
Where: Hampton Community Center
Address: 3101 McCully Road,
Allison Park, PA 15101

At this seminar, we will discuss:

  • How to turn your portfolio into a paycheck
  • Proper asset allocation and what that means
  • The importance of understanding the investment risks in your portfolio 
  • Combating inflation and maximizing your portfolio’s longevity
  • An introduction to Hefren-Tillotson and our unique and proven MASTERPLAN® approach
  • Q&A on any other financial topics of interest

 

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

- Contact Sam at 412-633-1636 or samuel.dippold@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.

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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.