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Can Your Retirement Income Last?

Retirement Planning Seminar for P&G Employees Nearing Retirement, Plus Free Dinner at 36 Restaurant.

When & Where

If you’re a P&G employee within 10 years of retirement, you’ve likely asked yourself:

  • Will my savings really be enough?
  • How do I protect my retirement income from taxes and market changes? 
  • What if I outlive my money? 

Join experienced CERTIFIED FINANCIAL PLANNER® practitioner, Chad Taake, from Stone House Investment Management for a free, no-pressure dinner seminar designed to give you greater clarity, confidence, and peace of mind. 

While you enjoy a gourmet meal on us at 36 Restaurant & Bar, you’ll learn how to make the most of your P&G retirement benefits, and how to turn them into lasting income. 

This seminar is for informational purposes only and does not constitute investment, tax, or legal advice. All investing involves risk, including possible loss of principal. Attendance does not create an advisory relationship. 

Stone House Investment Management is not affiliated with, sponsored by, or endorsed by Procter & Gamble. 

What You’ll Discover

How to Maximize Your P&G Retirement Benefits

Discover how to align your 401(k), savings, and other investments into one efficient income strategy.

The Tax Traps Retirees Wish They’d Avoided

Learn how to reduce unnecessary taxes and keep more of what you've earned.

How Market Volatility, Rising Taxes & Inflation Can Affect Your Nest Egg

Get practical guidance on how to protect your retirement income in today’s economic climate.

How to Know If Your Money Will Last

Walk away with a confident answer to one of retirement’s biggest questions.

Educational content only. No results are guaranteed. Consult a qualified professional before making financial decisions.

Who Should Attend?

P&G employees planning to retire within the next 1–10 years

Individuals or couples looking to build a reliable retirement income strategy

Those seeking clarity around taxes, market risk, and longevity

Anyone ready to feel more prepared for the road ahead

Why Attend?

This is not a sales pitch—it’s a practical, no-pressure educational event. You’ll leave with information you can use immediately to make smarter decisions about your future. 

Seats are limited to ensure a comfortable experience for all attendees, and our past events have filled up quickly. 

This seminar is intended for educational purposes and should not be construed as investment advice.

Reserve Your Free Seat Today

Registration and dinner are complimentary, but space is limited. 

This complimentary event includes: a gourmet dinner at Royal Prime Steakhouse, retirement income planning education tailored for P&G employees, and the option to bring a guest!

Submitting this form does not create an advisory relationship with Stone House Investment Management. Information provided is for seminar registration purposes only.

By completing this form and RSVPing for this event, you verify reading and agree to the terms and conditions. 

Questions?

Call us toll free at 866.923.1946 or email info@stonehousemail.com and our team will be happy to assist.

Meet Chad

CHAD TAAKE, CFP®

SENIOR ADVISOR

Ryan Vassil is an adviser with Stone House. He grew up in NEPA, attending Abington Heights HS and recently moved back to the area. He had been previously working in Philadelphia for a tech consulting company that serviced clients like IBM, Dell, HP, and Cisco. He liked solving complex problems for his clients to achieve their company goals but always wanted to have a career in finance and help clients on a personal level. Ryan brings the skills he learned from living and working in Philadelphia along with his background studying financial economics in college to the Stone House team and ultimately to our future and existing clients. Ryan’s investing and money management skills were first developed in college while partaking in the business/ investing club and attending the Robert McCann Wall Street leadership conferences. His main goal at Stone House is to use his passion for finance and investing to help families in the area retire with ease and comfort for many years after retirement. Ryan enjoys watching and playing sports in his free time and is probably playing golf on a sunny weekend.

It’s Time to Feel More Confident About Your Retirement

Don’t wait—secure your spot now before seats are gone.

Join us for this free, eye-opening seminar and take the first step toward a retirement plan you can count on.

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