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How to Become a Client
This online webinar is an open conversation providing an introduction to Hefren-Tillotson while also detailing the process of becoming a client.

In this discussion we will touch upon:
* Our approach to financial planning and investment management
* The process of opening and funding new accounts
* Transferring investments from your current firm to Hefren-Tillotson
* How we manage investments to an individual’s goals and objectives
* Defining the ongoing relationship with your trusted Hefren-Tillotson advisor
* What are the costs and fees

You should consider attending if any of the following describes your situation:
* You have been putting off a serious conversation about your investments
* You have had questions about the financial situation of your family or business
* You are currently working with an advisor, but considering a change
* You have changed jobs with assets still in a former employer's retirement plan
* You have never spoken to a professional about investing
* You are approaching retirement

Please use the following links to register for either our 12:00 or 5:00 session

If these sessions are not convenient or you prefer a one-on-one meeting please contact Brent Heitzenroder at 412-633-1732 / Brent.Heitzenroder@hefren.com or Thomas Edwards at 412-633-1707 / Thomas.Edwards@hefren.com

Jul 6, 2021 05:00 PM in Eastern Time (US and Canada)

Meeting is over, you can not register now. If you have any questions, please contact Meeting host: Brent Heitzenroder.