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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

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

Wednesday, May 10, 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, May 10, 2017 - 6:30 pm
Where: North Hills Office
Address: 12570 Perry Highway, Suite 100
Wexford, PA 15090

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:

§  Introduce Hefren-Tillotson and our Team approach to client service

§  Explain the ways we can work with clients to improve their financial situation

§  Highlight the value and advantages of having a comprehensive financial plan

§  Discuss our Team’s philosophy to investing and understanding risks

§  Review the importance of coordinating smart income planning strategies

§  Q&A on Hefren-Tillotson and any of your other financial topics of interest

Who should attend?

§  Interested in a “behind-the-scenes” look at Hefren-Tillotson and our services?

§  Looking for a second opinion, to get organized or to establish a game plan?

§  Nearing retirement and would benefit from a “retirement prep” crash course?

§  Seeking guidance on the pros/cons of different income planning strategies?

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

 §  Contact Darren at 412-633-1525 or darren.hucko@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.