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Introducing MASTERPLAN 101 ... YOUR basics guide to the investment world!

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

Tuesday, August 8, 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: Tuesday, August 8, 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.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.