Retirement Income & Withdrawal Strategies
| Dates: | January 15-22, 2025 |
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| Meets: | W from 6:30 PM to 8:30 PM |
| Location: | Mt. Airy Axis, 520 Carpenter Lane |
| Cost: | $49.00 |
There are still openings remaining at this time.
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. We'll focus on common withdrawal strategies and identify the benefits and risks that are involved in each. Learn about 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. The instructors will help you make smart decisions that will have a lasting impact on your ability to attain a secure, prosperous retirement.
| Fee: | $49.00 |
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Fee Breakdown
| Category | Description | Amount |
|---|---|---|
| Course Fee (Basic) | Course Fee | $ 49.00 |
| Optional Fee | Donation (optional) | $ 0.00 |
Mt. Airy Axis, 520 Carpenter Lane
Between McCallum and Greene Streets, same block as Big Blue Marble and the Co-op.Myriah Lipke
, Andrew Herron, and Kevin Manning are Certified Financial Planners. Andrew and Kevin are the founders of Stone Pine Financial Partners located in Media, PA. Myriah is Stone Pine's Director of Financial Planning. The team has over thirty years of experience helping individuals and families transition to retirement.| Date | Day | Time | Location |
|---|---|---|---|
| 01/15/2025 | Wednesday | 6:30 PM to 8:30 PM | Mt. Airy Axis, 520 Carpenter Lane |
| 01/22/2025 | Wednesday | 6:30 PM to 8:30 PM | Mt. Airy Axis, 520 Carpenter Lane |
215-843-6333