See You In Class
We are pleased to be able to teach about Retirement Planning & Social Security at community educational organizations throughout the greater Philadelphia region. Our classes are designed to give you an overview of these important topics as you plan for your future, using our many years of experience helping people transition to retirement.
Sample Class
Answers to Your Personal Finance Questions: How to Navigate through Difficult Times
RECORDED: June 10, 2020
LOCATION: Online
Stone Pine Financial hosted a special one-hour seminar with Main Line School Night, where they answered your top questions and concerns regarding the current economy and its impact on personal finance and retirement.
In this class, we separate fact from fiction, truth from speculation, provide perspective, and simplify this confusing and overwhelming topic. Empower yourself to make more informed decisions and to feel more confident about your future.
People have lots to worry about these days. At the top of this list is your health and the health of your family. For many, next on the list of worries is finances. Particularly for those nearing or already in retirement, the risks and uncertainty in the economy have rightfully caused people to question their finances and to wonder if they are still in a secure position for the future. Furthermore, there have been significant changes to legislation, including the recently introduced CARES Act and House passed HEROES Act.
Class Schedule
Transition to Retirement: The Top 5 Decisions
DATES: October 12 & 19, 2021, 6:30-8:30 p.m.
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!
Retirement Income & Withdrawal Strategies
DATES: October 21 & 28, 2021, 6:30-8:30 p.m.
LOCATION: Creutzburg Center
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.
Social Security: How to Maximize Your Benefits
DATE: October 26, 2021, 6:30-8:30 p.m.
LOCATION: Lower Merion High School
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, you deserve to know your options. Many people end up leaving money on the table because they were not well prepared to make this decision. You will 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.
Retirement Income & Withdrawal Strategies
DATE: February 11 & 18, 2020, 6:30-8:30 p.m.
LOCATION: Hatboro-Horsham Adult Evening School
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. In this class, we will go through the most common strategies for creating sustainable withdrawals from your savings. Learn about the 4% rule, dividends, the impact of taxes, the pros and cons of annuities, the best investment strategies to support withdrawals and more. These decisions can have a lasting impact on your ability to maintain your current lifestyle and retire without worry. Our goal in this class is to take a complicated subject and make it approachable and easy to understand so you can make smart decisions and have confidence in your future.
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.