9) SAVVY TAX STRATEGIES IN RETIREMENT

MONDAYS 10/2 (1 week)

Tuition: $13

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 and Kevin Manning are Certified Financial Planners and the founding members of Stone Pine Financial Partners located in Media.  They have over thirty years combined experience helping individuals and families transition to retirement.

SHHS Room 312

6:30-8:30pm

Limit 20