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Hefren-Tillotson's Review of the New Tax Changes

Wednesday, May 23, 2018 - 12:00 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, May 23, 2018 - 12:00 pm
Where: Pittsburgh Office
Address: 308 7th Avenue
Pittsburgh, PA 15222

This seminar is designed to review the new tax changes and answer your questions. We will also provide an introduction to Hefren-Tillotson's services and discuss our approach to comprehensive financial planning.

 

At this workshop, we will cover:

  • New tax brackets
  • Changes to standard and itemized deductions
  • Updates with exemptions and credits
  • Exciting new ways to use 529 plans
  • Estate tax changes

 

Lunch will be provided. Please RSVP as space is limited.

 

Unable to attend? Have a question? Prefer a one-on-one meeting?

  • Contact Jack Ellenberger at 412-633-1560 or jack.ellenberger@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.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.