Class

SAVVY TAX STRATEGIES IN RETIREMENT

$15 · Register Now!

Understanding how retirement income and assets are tazed is vital yet often overlooked. Explore strategies to retain more wealth, including partial Roth conversions, tax friendly states to live in, and how Social Security, pensions, earnings and withdrawals impact your financial longevity in retirement.

Location

Strath Haven High School
114 West Brookhaven Road (at the intersection with Allencrest Lane)
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 30 years combined experience helping individuals and families transition to retirement.

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