Approaching Retirement: Municipal Bonds vs. CD’s, An Early Morning Discussion

Name: Hefren-Tillotson, Inc.
Address: 308 Seventh Avenue, Pittsburgh, PA, 15222
Telephone: 888-405-0990

Wednesday, February 28, 2018 - 7:30 am

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When:	Wednesday, February 28, 2018 - 7:30 am
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

Presented By:

Jay Simon, CFP®
Senior Vice President

Experience.

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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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Headquarters
Hefren-Tillotson, Inc.
308 Seventh Avenue
Pittsburgh, PA 15222

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Local: (412) 434-0990
Toll Free: (888) 405-0990

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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.