What can we help you find?
INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

The Southwestern PA Seminar Series: An Introduction to our Services and an Open Discussion on Retirement Planning

Thursday, January 19, 2017 - 6:30 pm

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: Thursday, January 19, 2017 - 6:30 pm
Where: Southpointe Office
Address: 121 Champion Way, Suite 110
Canonsburg, PA 15317

What can I expect at this Workshop?

At this monthly seminar series, you can expect a comfortable environment where we will provide an overview of our Financial Planning and Investment Services while answering your questions and discussing key topics facing pre-retirees and retirees in today’s environment.

 Discussion Items:

  • Challenges to planning for retirement in today’s environment.
  • Hefren-Tillotson Team Oriented Masterplan Approach & Our Services.
  • Getting Organized and Identifying Key Dates in the Retirement Planning Timeline.
  • Transition from the Accumulation to Distribution Phase of Investment.
  • What can I expect if I become a Hefren-Tillotson Client?
  • Question and Answer Session.

 Who Should Attend?

  • Individuals and Families interested in learning about Hefren-Tillotson and our Services.
  • Those looking for ways to get organized and prepared to address their financial goals.
  • Anyone that has questions on our process for saving and investment monies for retirement and generating income during retirement.

Interested in more information, but cannot attend?

 

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.

Stay informed by subscribing to our e-newsletter. We’ll send you market and investment related updates and insights.

 
 
   
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.