Saturday Morning Steps to Retirement

Saturday, April 22, 2017 - 9:30 AM

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: Saturday, April 22, 2017 - 9:30 AM
Where: North Hills Office
Address: 12570 Perry Highway, Suite 100
Wexford, PA 15090

What is a Saturday Morning Retirement Workshop?

We understand that you are busy, so we have created our Saturday Morning Retirement Workshop to fit into your schedule.  This one hour work shop from 9:30 – 10:30 A.M. will offer you the opportunity to meet our firm, understand our investing philosophies as well as our MASTERPLAN Approach.

At this workshop, we will:

  • Introduce Hefren-Tillotson our Mission, Vision and Values
  • Explain how we operate our MASTERPLAN Approach and Timeless Principles of Successful Investing 
  • Highlight our people and Team Approach 
  • Discuss our investing beliefs
  • Review what’s been happening in the markets in 2017 
  • Q&A on Hefren-Tillotson and any of your other financial topics of interest

Who should attend?

  • Interested in understanding Hefren-Tillotson’s investing beliefs, focus on comprehensive financial planning, and company culture?
  • Looking for a second opinion on if you are prepared for the next dip in the markets?
  • Close to retirement and questioning what preparations you might want to consider?

 

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

Contact Brent Heitzenroder at 412-633-1732 or brent.heitzenroder@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.

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.