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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Hefren-Tillotson Speaker Series - A Portfolio Manager's Outlook on the Markets

Monday, April 30, 2018 - 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: Monday, April 30, 2018 - 6:30 pm
Where: Cooper Siegel Library
Address: 403 Fox Chapel Road
Pittsburgh, PA 15238

Hefren-Tillotson’s Speaker Series is designed to introduce you to our services and to connect you to the minds and insights shaping the world of investments.

As volatility returns to our markets, how do portfolio managers view how we got here, where we are likely headed, and how companies are solving for the growth conundrum through innovation. Specialists and topics include:

 Brent Heitzenroder - Financial Advisor

  • An introduction to Hefren-Tillotson
  • How we partner with you to build a financial plan around your goals and objectives

 

Jordan Stuart - Client Portfolio Manager Federated Kaufmann Funds

  • How are growth stocks changing the economy
  • Why innovation is leading the way

 

Refreshments will be served. Seating is limited so please RSVP early to reserve your seat.

Unable to attend but interested if we can help with our financial planning & investment management services? 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.