9) RETIREMENT INCOME AND WITHDRAWAL STRATEGIES

Date/Time
10/13/2021 - 10/20/2021
6:30pm

Category(ies)


2 weeks WEDNESDAYS (10/13-10/20)Ÿ

Tuition: $28

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!

Instructor: 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 combined experience helping individuals and families transition to retirement.

ONLINE Ÿ

6:30-8:30pm

ŸLimit 25

Registration

Ticket Type Price Spaces
Standard Ticket $28.00