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

Wednesday, January 11, 2017 - 6:30 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, January 11, 2017 - 6:30 pm
Where: 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.

 

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.