You are currently viewing Join us on July 19 & 26

We’ve been invited to teach a class at “Boomer University” in Ambler, PA.  

We would love to see some familiar faces at the class, so please let us know if you have interest in attending and also feel free to pass this along to others whom may be interested.

If you are currently a Stone Pine client, we will waive the tuition for you and any guests you bring along!

Below is some more information about the class.  Please reach out to us directly if you would like to attend or have questions.


Transition to Retirement: How to Create Income That Lasts

2 Tuesdays, July 19 & 26 • 6:45 – 8:45 p.m. 

$20 (register by July 14)

You have been working, saving and investing your money for most of your life, but how do you come up with a reliable plan to withdraw the money now that you are approaching retirement? Learn how to use a simple process to organize and coordinate your finances as you prepare for retirement. Discover the different strategies to safely withdraw money and create income. A good retirement income plan should be simple and easy to understand. Empower yourself to take control of your finances, avoid the common mistakes, and then get busy enjoying your retirement!