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MASTERPLAN 101 - Lesson 2 is HERE

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

Monday, November 12, 2018 - 3:30 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: Monday, November 12, 2018 - 3:30 pm
Where: North Hills Office
Address: 12570 Perry Highway, Suite 100
Wexford, PA 15090

Approaching 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 is the best low risk investment right now?
  • 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

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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.


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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.