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401(k): The Leading Force in Retirement Plans

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-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.