Transition to Retirement: The Top 5 Decisions Everyone Must Consider
Code: IM42003
Dates: September 29 - October 6, 2022
Meets: 6:30 PM to 8:30 PM
Sessions: 2
Location: ONLINE
Course Fee: $59.00
Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.
Learn the five most important topics every retiree must consider: Social Security, Medicare, housing, income replacement and taxes. We will use state-of-the-art software to illustrate the impact and importance these decisions can have on your retirement. Discover a simple yet effective way to consolidate your retirement planning decisions to one page. Take control of your finances, avoid costly mistakes and get ready to enjoy retirement!
| Fee: | $59.00 |
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ONLINE
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.N/A
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.N/A
