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HEFREN-TILLOTSON WELCOME WORKSHOP: An Introduction to our Client Services and In-Depth Look at Smart Retirement Planning

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Date
Wednesday, January 11, 2017
Time
6:30 pm
Location
Wexford Office
Address
12570 Perry Highway, Wexford, PA 15090
(on Route 19, across from the Walnut Grill restaurant)
What is a Welcome Workshop?

Hefren-Tillotson’s ongoing monthly “Welcome Workshops” are designed to provide an introduction to our financial planning and wealth management services and an exclusive look at the important financial guidance, retirement planning, and income strategies we provide our clients. 

At this workshop, we will cover:

  • An introduction to Hefren-Tillotson and our Team approach to client service
  • How our comprehensive Masterplan process will help to get you financially organized
  • The different ways we can work with you to grow your savings and plan for income
  • Our Team’s philosophy and approach to investing and understanding risk
  • Smart income planning strategies for Social Security, Pensions and portfolio distributions
  • Q&A on Hefren-Tillotson and any other financial topics of interest

Who should attend?

  • Anyone interested in a “behind-the-scenes” look at Hefren-Tillotson and our client services
  • Individuals ready to get organized and to establish an actual “game plan” for their retirement
  • Those nearing retirement that would benefit from a “retirement prep” crash course
  • Investors who have questions on the pros/cons of different income planning strategies

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

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.

To reserve your seat call 888-405-0990 or register here.

 

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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