Class
Savvy Tax Strategies in Retirement
- Thursday, October 8, 2026 · 1 session · Thursday · 6:30 – 8:30pm
- Strath Haven High School Parking and Building Entrance Information · 114 West Brookhaven Road at Allencrest Lane · Wallingford, PA 19086
- Instructor: Kevin Manning
- Class #54 · Personal Finance
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.
SHHS Room 306
Location
Strath Haven High School Parking and Building Entrance Information
114 West Brookhaven Road at Allencrest Lane
Wallingford, PA 19086
Instructor: Kevin Manning
Kevin Manning, a Financial Advisor with Stone Pine Financial Partners in Media, combines 20+ years of wealth management experience with a passion for educating retirees through classes and personalized financial guidance.
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