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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Federal Employee Retirement Considerations

Wednesday, October 24, 2018 - 6:30 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, October 24, 2018 - 6:30 pm
Where: North Hills Office
Address: 12570 Perry Highway, Suite 100
Wexford, PA 15090

This no-obligation discussion is created specifically for Federal Employees who are interested in learning how to effectively prepare for the retirement transition. We will investigate the specific retirement benefits you will receive as a Federal Employee, how they apply to your individual situation and steps you can take today when planning for tomorrow. We will also discuss Hefren-Tillotson’s MASTERPLAN® process and how it can help with important retirement decisions.

What to expect?

  •  An introduction to Hefren-Tillotson
  • Our Team’s philosophy and approach to investing
  • Our Masterplan process – comprehensive financial planning
  • The different ways we can work with clients to improve their financial situation
  • A discussion of Federal Employee Retirement Benefits & Social Security
  • Planning for YOUR Retirement
  • Q&A

 

Who should attend?

  • Looking to understand Federal Employee Benefits & Social Security?
  • Interested in Hefren-Tillotson and our services?
  • Nearing retirement and looking to establish a game plan?
  • Retired and looking for an objective professional review of your current financial situation?

 

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

Contact Brent at 412-633-1694 or Brent.Ulreich@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-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.