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MASTERPLAN 101 - Lesson 2 is HERE

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

Wednesday, June 28, 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: Wednesday, June 28, 2017 - 6:30 PM
Where: South Hills Office
Address: 121 Champion Way, Suite 110
Canonsburg, PA 15317 (Southpointe)

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:


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.


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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.