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.
- 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?