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

Social Security: How to Maximize Your Benefits

DATES: September 24, 6:30-8:30 p.m.

LOCATION: Main Line School Night

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.

Transition to Retirement: The Top 5 Decisions​

DATE: October 30 & November 6, 2019, 6:30-8:30 p.m.

LOCATION: Main Line School Night

As you approach retirement, it is common to find yourself overwhelmed with many important financial decisions.  This purely educational class will go through the five most important topics every retiree must consider: Social Security, Medicare, Housing, Income Replacement and Taxes. Good information is the key to making smart decisions.  Take control of your finances, avoid costly mistakes and get ready to enjoy retirement! 

Retirement Income & Withdrawal Strategies​

DATE: November 12 & 19, 2019, 6:30-8:30 p.m.

LOCATION: Main Line School Night

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.

Retirement Income & Withdrawal Strategies

DATE: November 13 & 20, 2019, 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.

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