Main Line School Night

Replacing your income when you stop working is one of the most important and least talked about issues in personal finance. Understand common withdrawal strategies including their benefits and risks. Discuss 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, plus more. Andrew Herron, CFP®; Stone Pine Financial PartnersTue, 6:30 PM to 8:30 PM, starts 10/6