Class

Retirement Income & Withdrawal Strategies

Registration for this class is closed.


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! 

SHHS Room 315

Location

Strath Haven High School
114 West Brookhaven Road
Wallingford, PA 19086

Instructor: Andrew Herron, Kevin Manning and Myriah Lipke

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.

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