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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Saturday Morning Steps to Retirement

Saturday, May 6, 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, May 6, 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.

Insight.

You Can Rely On.

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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.