54) SAVVY RETIREMENT TAX STRATEGIES

Discuss strategies for retaining more of your hard-earned resources, including how and when it makes sense to do partial Roth conversions, the different taxation structures of Social Security and more!

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.

THURSDAY 4/11 (1 class)

Tuition: $14

SHHS Room 312

6:30-8:30pm

Limit 20

PLEASE NOTE REGARDING PAYMENT:

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