Retirement Income and Withdrawal Strategies

Code: IM42010

Dates: February 22-29, 2024

Meets: 6:30 PM to 8:30 PM

Sessions: 2

Location: Creutzburg Center 100

Course Fee: $65.00

There are 2 openings remaining at this time.

OR
Replacing your income when you stop working is one of the most important and least talked about issues in personal finance. Understand common withdrawal strategies including their benefits and risks. Discuss Roth Conversions and other tax strategies that can have a significant impact on the longevity of your assets. Learn about the 4% rule, dividends, the pros and cons of annuities, plus more.
Fee: $65.00
You could save $10.00 on this course by becoming a member of MLSN Membership

Creutzburg Center 100

260 Gulph Creek Road
(in Harford Park)
Radnor, PA 19087
Map & Directions

Andrew Herron

Andrew Herron and Kevin Manning are CERTIFIED FINANCIAL PLANNERS™ and the founding members of Stone Pine Financial Partners located in Media, PA. They have over 30 years of combined experience helping individuals and families transition to retirement. Andrew and Kevin are experts in retirement distribution planning and have created a system called The Flight Path™ to help bring clarity to the complexities of the retirement distribution phase. They also specialize in Social Security planning and are passionate about educating people on how to best take advantage of this retirement benefit. They’ve previously taught classes and seminars on retirement planning and Social Security at local universities and they sponsor community financial education throughout the year.

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Myriah Lipke



info@stonepinefinancial.c

Kevin Manning

Andrew Herron and Kevin Manning are CERTIFIED FINANCIAL PLANNERS™ and the founding members of Stone Pine Financial Partners located in Media, PA. They have over 30 years of combined experience helping individuals and families transition to retirement. Andrew and Kevin are experts in retirement distribution planning and have created a system called The Flight Path™ to help bring clarity to the complexities of the retirement distribution phase. They also specialize in Social Security planning and are passionate about educating people on how to best take advantage of this retirement benefit. They’ve previously taught classes and seminars on retirement planning and Social Security at local universities and they sponsor community financial education throughout the year.

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