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Making the Most of Social Security & Income Planning

Presented By:

Date
Wednesday, May 1, 2019
Time
6:30 PM
Location
Oakmont Carnegie Library
Address
700 Allegheny River Blvd.,
Oakmont, PA 15139

Do you have questions about Social Security and are unsure how to develop a plan for retirement income? We can help.

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

  • Nearing the age to draw Social Security or already retired and need help
  • Seeking education to make the most of Social Security
  • Wondering how to turn your savings into income
  • Questioning if your nest egg and Social Security are “enough”

Join us as we discuss:

  • How a comprehensive financial plan can take the guesswork out of retirement
  • Preventing and managing some of the biggest mistakes investors make
  • Why it's important to plan together with your spouse, and strategies you can use to boost overall household income
  • Tips specific to retirees to better weather the occasional market storm
  • The different ways Hefren-Tillotson works with clients

Hosted by: Certified Financial Planners, Robert Rodgers & Brad Colvin

Attendees will also receive a free Social Security workbook containing key information, worksheets, and questions to help you remember important points from the seminar.

Call 412.633.1741 or fill out the form on this page to register.

Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form or call 888-405-0990 to reserve your space.

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.

Seminar Registration