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 firstname.lastname@example.org