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Managing an Unplanned Retirement

Tuesday, July 28, 2020
12:00 PM, 6:00 PM
Hosted By:

Stepping away from full-time work, whether unexpectedly or carefully calculated, creates a series of significant financial decisions.  This seminar is designed to give prospective clients a sneak peek on how we can help guide you through the complicated retirement transition.

Consider attending this one-hour seminar if you find yourself:

  • Suddenly laid off or retired
  • Seeking answers to how the recent market pull back should alter your investment decisions
  • Needing help in generating income in a tax sensitive manner from your savings
  • Worried if you have enough saved

Join us as we discuss:

  • How a holistic financial plan can take the guesswork out of retirement and changing jobs
  • Common retirement mistakes and how to avoid them
  • Investment tips on creating a retirement paycheck
  • The different ways Hefren-Tillotson works with our clients

For webinar access information, please register below. This webinar is offered at no-cost and no-obligation.

12:00 PM - CLICK HERE to register for the 12:00 PM session

6:00 PM - CLICK HERE to register for the 6:00 PM session

Have a question or need assistance? Please contact the webinar host(s) directly at Brad.Colvin@hefren.com or Amy.Riley@hefren.com

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. MEMBER SIPC.