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.

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.

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.

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.