advanced search

Transition to Retirement: The Top 5 Decisions Everyone Must Consider

Code: IM22017

Dates: March 5-12, 2024

Meets: 6:30 PM to 8:30 PM

Sessions: 2

Location: Lower Merion High School

Course Fee: $65.00

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.

Take control of your finances and avoid costly mistakes when you consider the five most important topics for every retiree: Social Security, Medicare, housing, income replacement, taxes and software to illustrate the impact and importance these decisions can have on your retirement. Learn an effective way to consolidate your retirement planning decisions to one page.
Fee: $65.00
You could save $10.00 on this course by becoming a member of MLSN Membership

Lower Merion High School

315 E Montgomery Avenue
Ardmore, PA 19003
Click here to visit their site

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

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.

N/A