Understand how to design a solid plan based on your assets, incomes, expenses, and social security
Create different versions of how you might live in retirement
Test Your Plan against many different market environments
Choose the version of your retirement that fits your needs and has the highest probability of success.
Retirement Income Planning
Understanding your Profit Sharing Trust (PST) and Savings Plan (SP)
Avoiding the tax penalty for early and late distributions
The potential impact of Required Minimum Distributions (RMD)
How to preserve retirement accounts for your spouse and beneficiaries and protect it from inflation
How to Avoid Costly Mistakes
Tax Strategies that can save you thousands
Build flexibility in your distributions so you don't get hit with penalties
Learn the most likely things to kill your retirement and how to avoid them
Learn why health care is such an important (and often overlooked) cost to consider in your plan
MEET OUR P&G TEAM
SEMINAR HOST // LEAD ADVISOR
Chad Taake joined Stone House Investment Management, LLC working part-time as an Investment Advisor Representative in 2018. He currently works for Procter & Gamble (fourteen years). At P&G, he has had roles doing Material Development, Operations, Engineering, & Initiative Management. Chad's passion for investments started as a child, investing with his father. In college. he continued his financial learning earning a Masters in Engineering Management at the University of Missouri Rolla. When not working, Chad is often at one of the city parks with his 2 kids.
Lead Advisor // Partner
John Burke joined Stone House Investment Management as an Investment Advisor Representative. He previously worked for Procter & Gamble for fourteen years. During his time with P&G, he had roles doing Supply Chain, Operations & Initiative Management. John’s work in investments and financial planning started while at the University of Notre Dame, where he earned an MBA degree. Since then, he has managed his own portfolios using mixes of quantitative, fundamental and technical strategies. In 2002, John also started up a successful small business. John became a partner in Stone House in 2015.
Our Tunkhannock, Pennsylvania based firm has spent over 15 years planning the retirements of P&G employees from around the country. Over that time, we have found several tax strategies that save P&G employees thousands of dollars when they decide to retire. In fact, two of our advisors are former P&G employees!
Frequently Asked Questions
Is this a sales seminar?
No, this is an educational workshop designed for P&G employees and retirees.
Why should I attend?
Whether your retirement is years or days away, you can benefit from this information. Our P&G team has decades worth of experience in working with the company's retirement plan.
Does this event cost anything?
No, it does not. This event is a FREE workshop that is designed for educational purposes.
Why do I need to register to attend?
Yes, we require you to register so we know who will be attending.
Can I bring a guest?
Absolutely! The decision to retire from your career is usually not made alone. We encourage you to bring your spouse or a family member to learn about your retirement benefits.
How long is this event?
The workshop begins at 5 p.m. and will last approximately 120 minutes. Dinner will be served during the workshop. Our team will be available throughout the night to answer any questions and to learn about your specific situation.
When should I arrive?
About 10-15 minutes prior to the start of the workshop.