Retirement Income and Withdrawal Strategies

Code: IM22015

Dates: November 12-19, 2019

Meets: 6:30 PM to 8:30 PM

Sessions: 2

Location: Lower Merion High School

Course Fee: $59.00

There are still openings remaining at this time.

OR
For decades you have diligently saved money for retirement, and now you face the daunting decision of how to replace your income when you stop working. This is one of the most important and least talked about issues in personal finance. Discuss the common withdrawal strategies and identify the benefits and risks that are involved as well as advanced strategies such as 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 and more! These decisions can have a lasting impact on your ability to maintain your current lifestyle and retire without worry.
Fee: $59.00

Save $10.00 with a MLSN Membership

Lower Merion High School

315 E Montgomery Avenue
Ardmore, PA 19003
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Andrew Herron

Andrew Herron and Kevin Manning are CERTIFIED FINANCIAL PLANNERS ™ and the founding members of Stone Pine Financial Partners. They have over 20 years of combined experience helping individuals and families get to and through retirement. Andrew and Kevin have an expertise 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 Education Nights throughout the year.

Kevin Manning

Andrew Herron and Kevin Manning are CERTIFIED FINANCIAL PLANNERS ™ and the founding members of Stone Pine Financial Partners. They have over 20 years of combined experience helping individuals and families get to and through retirement. Andrew and Kevin have an expertise 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 Education Nights throughout the year.

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