39) RETIREMENT INCOME & WITHDRAWAL STRATEGIES

Having saved diligently for retirement, attendees will focus on how to maintain your current lifestyle after you stop working.  We will discuss common withdrawal strategies, the 4% rule, Roth Conversions, annuities, tax strategies and more.  Investing in retirement is different.  Arm yourself with the best strategies to maximize your savings, so ultimately you can focus on other areas of your retirement!

Instructors: Andrew Herron, Kevin Manning and Myriah Lipke are Certified Financial Planners.  Andrew and Kevin are the founding members of Stone Pine Financial Partners located in Media.  Myriah is Stone Pine’s Director of Financial Planning. They have over thirty years combined experience helping individuals and families transition to retirement.

MONDAYS 4/8-4/15 (2 classes)

Tuition: $30

SHHS Room 312

6:30-8:30pm

Limit 25

PLEASE NOTE REGARDING PAYMENT:

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