We are excited to announce our teaching schedule at both Main Line School Night and Hatboro-Horsham Adult Evening School for this Fall.
We would love to see some familiar faces at our classes and any of our existing clients that are looking to deepen their knowledge can do so tuition-free! Please contact us directly if you are interested in attending.
Keith Valley Middle School
227 Meetinghouse Road
Horsham, PA 19044
- Social Security Planning 1 night Tues. 9/13 7-9 p.m
- Transition to Retirement: How to Create Income That Lasts 2 nights Tues. 10/11 & 10/18 7:00-9 p.m.
Main Line School Night
Lower Merion High School
315 E Montgomery Avenue
Ardmore, PA 19003
- Transition to Retirement: How to Create Income That Lasts 2 nights 11/15 & 11/22 6:45- 8:45pm
- Social Security Planning
The rules for claiming Social Security are changing! This is a must attend class for anyone thinking about retiring or claiming Social Security. Whether you are married, single, divorced or widowed you deserve to know your options. Many people end up leaving lots of money on the table because they were not well prepared to make this decision. You will learn in simple fashion the basics to Social Security, what is changing, and strategies to maximize your benefits. Each attendee will be offered a complimentary analysis that will examine their specific benefits and outline the most efficient time and ways to claim Social Security for their situation.
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!