See You In Class
We are pleased to be able to teach finance & retirement classes. You can learn more about Retirement Planning and Social Security at educational organizations throughout the greater Philadelphia region. Our classes are designed to provide an overview of these important topics as you plan for your future, using our many years of experience helping people transition to retirement.
Class Schedule
Retirement Income & Withdrawal Strategies
DATES: March 10 & 17, 2022, 6:30 p.m.
LOCATION: Online
For decades you have diligently saved money for retirement, and now you face the daunting decision of how to replace your income when you stop working. This is one of the most important and least talked about issues in personal finance. Discuss the common withdrawal strategies and identify the benefits and risks that are involved as well as advanced strategies such as Roth Conversions and other tax strategies that can have a significant impact on the longevity of your assets. Learn about the 4% rule, dividends, the pros and cons of annuities and more! These decisions can have a lasting impact on your ability to maintain your current lifestyle and retire without worry.
Savvy Tax Strategies in Retirement
DATES: September 26, 2023, 6:30 p.m.
ORGANIZATION: Main Line School Night
LOCATION: Lower Merion High School
Understanding how you will be taxed on your various income sources and assets is one of the most important and least talked about areas of retiree financial planning. Discuss strategies for retaining more of your hard-earned resources, including how and when it makes sense to do partial Roth Conversions, tax consequences based on where you choose to live in retirement, the different taxation structures of Social Security, pensions, part-time earnings and retirement withdrawals among other ways to preserve the longevity of your assets.
Transition to Retirement: The Top 5 Decisions Everyone Must Consider
DATES: September 26 & October 3, 2023, 6:30 p.m.
ORGANIZATION: Main Line School Night
LOCATION: Lower Merion High School
As you approach retirement, it is common to find yourself overwhelmed with many financial decisions. Learn the five most important topics every retiree must consider: Social Security, Medicare, housing, income replacement and taxes. We will use state-of-the-art software to illustrate the impact and importance these decisions can have on your retirement. Discover a simple yet effective way to consolidate your retirement planning decisions to one page. Take control of your finances, avoid costly mistakes and get ready to enjoy retirement!
Transition to Retirement: The Top 5 Decisions Everyone Must Consider
DATES: September 28 & October 5, 2023, 6:30 p.m.
ORGANIZATION: Wallingford Swarthmore Community Classes
LOCATION: Online
As you approach retirement, it is common to find yourself overwhelmed with many financial decisions. Learn the five most important topics every retiree must consider: Social Security, Medicare, housing, income replacement and taxes. We will use state-of-the-art software to illustrate the impact and importance these decisions can have on your retirement. Discover a simple yet effective way to consolidate your retirement planning decisions to one page. Take control of your finances, avoid costly mistakes and get ready to enjoy retirement!
Savvy Tax Strategies in Retirement
DATES: October 2, 2023, 6:30 p.m.
ORGANIZATION: Wallingford Swarthmore Community Classes
LOCATION: Strath Haven High School
Understanding how you will be taxed on your various income sources and assets is one of the most important and least talked about areas of retiree financial planning. Discuss strategies for retaining more of your hard-earned resources, including how and when it makes sense to do partial Roth Conversions, tax consequences based on where you choose to live in retirement, the different taxation structures of Social Security, pensions, part-time earnings and retirement withdrawals among other ways to preserve the longevity of your assets.
Savvy Tax Strategies in Retirement
DATES: October 9, 2023, 6:30 p.m.
ORGANIZATION: Cheltenham Township Adult School
LOCATION: Cheltenham High School
Understanding how you will be taxed on your various income sources and assets is one of the most important and least talked about areas of retiree financial planning. Discuss strategies for retaining more of your hard-earned resources, including how and when it makes sense to do partial Roth Conversions, tax consequences based on where you choose to live in retirement, the different taxation structures of Social Security, pensions, part-time earnings and retirement withdrawals among other ways to preserve the longevity of your assets.
Retirement Income & Withdrawal Strategies
DATES: October 10 & October 17, 2023, 6:30 p.m.
ORGANIZATION: Main Line School Night
LOCATION: Online
You have diligently saved money for retirement, and now you face the daunting decision of how to replace your income when you stop working. This is one of the most important and least talked about issues in personal finance. Discuss the common withdrawal strategies and identify the benefits and risks that are involved. We will also explain advanced strategies, such as Roth Conversions, and other tax approaches that can have a significant impact on the longevity of your assets. Learn about the 4% rule, dividends, the pros and cons of annuities and more! These decisions can have a lasting impact on your ability to maintain your current lifestyle and retire without worry.
Retirement Income & Withdrawal Strategies
DATES: November 29 & December 6, 2023, 6:30 p.m.
ORGANIZATION: Mt Airy Learning Tree
LOCATION: Seminary Mt Airy
You have diligently saved money for retirement, and now you face the daunting decision of how to replace your income when you stop working. This is one of the most important and least talked about issues in personal finance. Discuss the common withdrawal strategies and identify the benefits and risks that are involved. We will also explain advanced strategies, such as Roth Conversions, and other tax approaches that can have a significant impact on the longevity of your assets. Learn about the 4% rule, dividends, the pros and cons of annuities and more! These decisions can have a lasting impact on your ability to maintain your current lifestyle and retire without worry.
Social Security: How to Maximize Your Benefits
DATES: January 10, 2024, 6:30 p.m.
ORGANIZATION: Main Line School Night
LOCATION: Online
This is a must-attend class for anyone thinking about retiring or claiming Social Security. In fact, some of the claiming strategies have recently changed. Whether you are married, single, divorced or widowed, know your options. Many people end up leaving money on the table because they were not well prepared to make this decision. Learn the basics of Social Security, what has recently changed and strategies to maximize your benefits. Each attendee will be offered a complimentary analysis that will examine your specific benefits and outline the most efficient ways to claim Social Security for your situation.
Savvy Tax Strategies in Retirement
DATES: January 17, 2024, 6:30 p.m.
ORGANIZATION: Main Line School Night
LOCATION: Online
Understanding how you will be taxed on your various income sources and assets is one of the most important and least talked about areas of retiree financial planning. Discuss strategies for retaining more of your hard-earned resources, including how and when it makes sense to do partial Roth Conversions, tax consequences based on where you choose to live in retirement, the different taxation structures of Social Security, pensions, part-time earnings and retirement withdrawals among other ways to preserve the longevity of your assets.
Retirement Income & Withdrawal Strategies
DATES: March 22 & 29, 2023, 6:30 p.m.
LOCATION: Online
You have diligently saved money for retirement, and now you face the daunting decision of how to replace your income when you stop working. This is one of the most important and least talked about issues in personal finance. Discuss the common withdrawal strategies and identify the benefits and risks that are involved. We will also explain advanced strategies, such as Roth Conversions, and other tax approaches that can have a significant impact on the longevity of your assets. Learn about the 4% rule, dividends, the pros and cons of annuities and more! These decisions can have a lasting impact on your ability to maintain your current lifestyle and retire without worry.
Transition to Retirement: The Top 5 Decisions Everyone Must Consider
DATES: March 10 & 17, 2022, 6:30 p.m.
LOCATION: Online
As you approach retirement, it is common to find yourself overwhelmed with many financial decisions. Learn the five most important topics every retiree must consider: Social Security, Medicare, housing, income replacement and taxes. We will use state-of-the-art software to illustrate the impact and importance these decisions can have on your retirement. Discover a simple yet effective way to consolidate your retirement planning decisions to one page. Take control of your finances, avoid costly mistakes and get ready to enjoy retirement!
Retirement Income & Withdrawal Strategies
DATES: March 10 & 17, 2022
LOCATION: Wallingford Swarthmore Community Classes
As you approach retirement, it is common to find yourself overwhelmed with many financial decisions. Learn the five most important topics every retiree must consider: Social Security, Medicare, housing, income replacement and taxes. We will use state-of-the-art software to illustrate the impact and importance these decisions can have on your retirement. Discover a simple yet effective way to consolidate your retirement planning decisions to one page. Take control of your finances, avoid costly mistakes and get ready to enjoy retirement!
Investing with Social Impact
DATE: December 4, 2019, 6:30-8:30 p.m.
LOCATION: Main Line School Night
Are you interested in selecting investments which match your beliefs? Learn how to invest to create positive economic, social and environmental change and align your financial goals that are driven by your personal values and mission. Discover effective strategies for charitable giving.