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08:10
Money Monday: Financial Resolutions
Jayme Meredith, CFA®
Senior Vice President
04:53
Stimulus Checks Financial Advice
Jayme Meredith, CFA®
Senior Vice President
02:28
Proud To Protect Pittsburgh
44:48
Inside the Markets: Year End Review and Outlook - Webinar Recording - Dec. 12, 2020
Kurt Carlson, CFP®, CFA®, AIFA®
Executive Vice President
Kim Tillotson Fleming, CFA®
Chairman and Chief Executive Officer
James G. Meredith, CPA/PFS
Executive Vice President
Brian J. Koble, CFA®
Chief Investment Officer
49:17
Post Election Market Outlook with JP Morgan, MFS, and Fidelity - Webinar Recording - Nov. 12, 2020
06:29
Money Monday: Election Impacts On Finances
Jayme Meredith, CFA®
Senior Vice President
04:47
Money Monday: Election Season
Jayme Meredith, CFA®
Senior Vice President
31:48
A Financial Pep Talk for Young Adults
Jay Simon, CFP®
Senior Vice President
05:11
Money Monday: Financial Advice To Remember
Jayme Meredith, CFA®
Senior Vice President
45:37
Hefren-Tillotson: Understanding Your Medicare Options - Webinar Replay - August 5, 2020
05:21
Money Monday: What Now?
Jayme Meredith, CFA®
Senior Vice President
44:49
Hefren-Tillotson: Market Insights - Webinar Recording - July 16, 2020
James G. Meredith, CPA/PFS
Executive Vice President
Brian J. Koble, CFA®
Chief Investment Officer
Kurt Carlson, CFP®, CFA®, AIFA®
Executive Vice President
06:30
Money Monday: Unemployment
Jayme Meredith, CFA®
Senior Vice President
05:10
Money Monday: Coronavirus Financial Troubles
Jayme Meredith, CFA®
Senior Vice President
00:30
Helpers are everywhere ... and we thank YOU!
59:09
"History doesn't repeat itself, but it often rhymes" - Part 2 - Webinar Recording - April 30, 2020
James G. Meredith, CPA/PFS
Executive Vice President
Brian J. Koble, CFA®
Chief Investment Officer
Kurt Carlson, CFP®, CFA®, AIFA®
Executive Vice President
40:11
"History doesn't repeat itself, but it often rhymes" - Webinar Recording - April 16, 2020
Kurt Carlson, CFP®, CFA®, AIFA®
Executive Vice President
Brian J. Koble, CFA®
Chief Investment Officer
James G. Meredith, CPA/PFS
Executive Vice President
06:07
Money Monday: Protecting Yourself From Identity Theft
Corey Utz, CFP®
Vice President
03:00
The Role of Equities in Your Financial Plan
Brian J. Koble, CFA®
Chief Investment Officer
05:56
Money Monday: How Coronavirus Is Impacting The Economy
Jayme Meredith, CFA®
Senior Vice President
07:11
Money Monday: Coronavirus Impact On Your Wallet
Jayme Meredith, CFA®
Senior Vice President
03:14
2020 Outlook
Brian J. Koble, CFA®
Chief Investment Officer
04:28
Money Monday: Tips For When “Downsizing” Your Home Means “Upsizing” Your Cost
Rob Rodgers, CFP®, CDFA®
Senior Vice President
04:57
Money Monday: Extended Care Planning
T.J. McCance, AAI, MBA
Vice President
05:11
Money Monday: Estate Planning Tips for Unique Situations
Alexandra Sanzone, CFP®
Director of Financial Planning
Darren Hucko, CFP®, RICP®
Senior Vice President
04:08
Money Monday: Charity Giving
Kim Tillotson Fleming, CFA®
Chairman and Chief Executive Officer
Brad Colvin, CFP®
Financial Advisor
05:55
Money Monday: Financial Tips for Women on How to Prepare for the Future
Amy Riley
Financial Advisor
Erin L. Weber, CFP®, CPFC®
Vice President
Margaret Kanaan, AIF®
Senior Vice President
06:01
Money Monday: Paying For College - Money Saving Tips and Advice
Jayme Meredith, CFA®
Senior Vice President
04:05
2019 Market Outlook
Brian J. Koble, CFA®
Chief Investment Officer
03:37
Are Bonds Still a Relevant Investment?
Timothy Davis
Director of Fixed Income
03:28
Deciding When To Take Social Security Benefits
04:14
Economy & Markets: What’s in Store for the Remainder of 2018?
Brian J. Koble, CFA®
Chief Investment Officer
04:07
The Most Important Thing to Know About the Stock Market
Brian J. Koble, CFA®
Chief Investment Officer
03:15
What is Responsible and Impact Investing?
Jonathan Bernstein, CFA®, CFP®
Director of Research
02:51
Three Steps to a Responsible Investment Portfolio
Jonathan Bernstein, CFA®, CFP®
Director of Research
02:53
How to Build a Foundation for Life Insurance - PART 2
03:04
How to Build a Foundation for Life Insurance - PART 1
04:14
Birth of a Child: Financial Changes & Considerations
Michael T. McGrath, CFP®
Chief Client Officer
03:43
Navigating Your 401(k) Plan
Rachel M. Hawili, AIFA®
Director of Corporate Services
03:23
Understanding Bond Buying and Value
Timothy Davis
Director of Fixed Income
03:37
Stages of Money Management - The Retirement Years - Part 2
Michael T. McGrath, CFP®
Chief Client Officer
02:16
Stages of Money Management - The Retirement Years - Part 1
Craig McRoberts, AIFA®
Executive Vice President
04:46
Stages of Money Management - The Pre-Retirement Years - Part 1
Kurt Carlson, CFP®, CFA®, AIFA®
Executive Vice President
03:31
Stages of Money Management - The Pre-Retirement Years - Part 2
Michael T. McGrath, CFP®
Chief Client Officer
02:49
Stages of Money Management - The Early Earning Years - Part 2
Belynda Slaugenhaupt, CFP®
Senior Vice President
03:56
Stages of Money Management - The Early Earning Years - Part 1
Michael T. McGrath, CFP®
Chief Client Officer
04:10
Risks For 2017 - Part 2
Brian J. Koble, CFA®
Chief Investment Officer
Timothy Davis
Director of Fixed Income
Donald M. Belt, CFA®
President
06:35
Risks For 2017 - Part 1
Donald M. Belt, CFA®
President
Timothy Davis
Director of Fixed Income
Brian J. Koble, CFA®
Chief Investment Officer
06:44
Areas of Investment Opportunity - Part 2
Donald M. Belt, CFA®
President
Timothy Davis
Director of Fixed Income
Brian J. Koble, CFA®
Chief Investment Officer
04:07
Areas of Investment Opportunity - Part 1
Donald M. Belt, CFA®
President
Timothy Davis
Director of Fixed Income
Brian J. Koble, CFA®
Chief Investment Officer
04:05
Economic Outlook & Policy Initiatives - Part 1
Donald M. Belt, CFA®
President
Brian J. Koble, CFA®
Chief Investment Officer
Timothy Davis
Director of Fixed Income
05:00
Economic Outlook & Policy Initiatives - Part 2
Timothy Davis
Director of Fixed Income
Donald M. Belt, CFA®
President
Brian J. Koble, CFA®
Chief Investment Officer
05:37
Saving for Education
Michael T. McGrath, CFP®
Chief Client Officer
05:53
Do I Need Long-Term Care Insurance?
T.J. McCance, AAI, MBA
Vice President
04:56
Essential Factors to Consider when Choosing a Financial Advisor
Craig A. Tillotson
Vice Chairman
04:02
"Investing in Volatile Markets"
Jonathan Bernstein, CFA®, CFP®
Director of Research
04:34
Three Big Distractions Investors Face
Brian J. Koble, CFA®
Chief Investment Officer
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MEMBER SIPC
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.