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Hefren-Tillotson Welcome Workshop: An Introduction to Our Client Services and an In-Depth Look at Smart Retirement Planning

Presented By:

Date
Tuesday, October 8, 2019
Time
6:30 PM
Location
North Hills Office
Address
12570 Perry Highway,
Wexford, PA 15090

What is a Welcome Workshop?

Welcome Workshops are designed to provide an introduction to our services and an in-depth look at who we are, what we do, and the various ways we can work with clients. An excellent opportunity for prospective clients to get their questions answered.

At this workshop, we will:

  • Introduce Hefren-Tillotson and our Team approach to service
  • Explain the different ways we can work with clients
  • Highlight the importance of having a comprehensive financial plan 
  • Discuss our philosophy on investing and understanding risk
  • Breakdown how to incorporate smart income planning strategies 
  • End with a Q&A for any other financial topics of your interest

 

Who should attend?

  • Interested in a “behind-the-scenes” look at HT’s services?
  • Looking for a second opinion or to establish a financial plan?
  • Nearing retirement, recently retired, or changing jobs?
  • Seeking education on smart income planning strategies?

 

Unable to attend? Have a specific question?

  • Contact Darren at 412-633-1525 or darren.hucko@hefren.com 

 

You can expect a professional yet relaxed atmosphere at all “Welcome Workshops” and reservations are SUGGESTED. Light refreshments will be provided. There is no charge to attend this workshop.

Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form or call 888-405-0990 to reserve your space.

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. MEMBER SIPC.

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