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

Thursday, June 7, 2018 - 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: Thursday, June 7, 2018 - 6:30 pm
Where: North Hills Office
Address: 12570 Perry Highway, Suite 100
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 sevices?
  • Looking for a second opinion or to establish a financial plan?
  • Nearing retirement, recently retired or recently changed jobs?
  • Seeking education for smart 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 

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. 

 

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.