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MASTERPLAN 101 - Lesson 2 is HERE

Keys to Protecting Your Wealth (Evening Session)

Wednesday, June 6, 2018 - 6:00 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, June 6, 2018 - 6:00 pm
Where: North Hills Office
Address: 12570 Perry Highway, Suite 100
Wexford, PA 15090

You've prepared for your wealth.  Is your wealth prepared for you?

 At this seminar, we will discuss:

  • Are you properly invested and prepared for the current market volatility?
  • "Your Money & You" style Q&A with co-host Kurt Carlson
  • Keys to taking care of your wealth so it can efficiently pass to your heirs
  • What you need to know to protect your money from critical planning mistakes
  • Strategies to improve your net worth
  • Important roles and responsibilities in the estate planning process
  • An introduction to Hefren-Tillotson and our approach to client service


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

Contact Kurt or Rob directly at 412-633-1514 or robert.rodgers@hefren.com

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.


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.