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When was the last time you reevaluated your retirement plan?

Join us at 36 Restaurant and Bar on April 15th or April 17th at 6:00PM to learn more!

In this P&G retirement planning seminar, Chad will review our Stone House method for preparing for retirement:

  • Build: Learn to create a retirement income plan based on your assets, incomes, expenses, and social security.
  • Test: Create different versions of how you might live in retirement and test your plan against many different market environments.
  • Retire: Choose the version of retirement that fits your needs and has the highest probability of success. Enjoy your retirement with the backing of a Stone House Advisor!
  • And more!
Seminar Details
Register for FREE

Hear From a P&G Retiree and Chad's Client, Rex Jones

Listen in to hear Rex Jones recount his experience of working with Chad Taake, CFPĀ® to plan for his retirement and then transition into retirement from P&G in Cape Girardeau, Missouri.Rex first met Chad at a retirement income planning seminar that Chad hosted in Cape Girardeau and the two, along with Rexā€™s wife, have worked together ever since.As he prepared for retirement, Rex found the Stone House Future You Analysis process ā€œhelped a lot.ā€ He said in the interview, ā€œYou might have it in your mind what you think is going to happen, but when you actually put it on paper and see how things are going to work out in the long run, that helps out a lot.ā€We, at Stone House, are honored to get to work with Rex and his family throughout his retirement and we canā€™t wait to see pictures from Rexā€™s upcoming Alaska trip!

Regulatory Disclosure: Unpaid Client Testimonial.

Free, Live Retirement Planning Seminar for P&G Employees

Sign Up Today and Let Us Help You Create a Worry-Free Retirement Plan

Presented By

Chad Taake, CFPĀ® - Senior Advisor

Chad Taake, CFPĀ® joined Stone House Investment Management, LLC as an Investment Advisor Representative in 2018. Thanks to his work ethic, he continues to work for Procter & Gamble as well.

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.

Not all Financial Advisors are considered a Certified Financial PlannerĀ® Practitioner. A CFPĀ® Practitioner is a professional that has successfully completed the exams and has received a formal designation by Certified Financial Planner Board of Standards, Inc. and works to continue their education. Why is that important? It means that a Financial Planner or other professional is held accountable to a standard in the financial industry.

Additional Seminar Details

FAQs

Is this a sales seminar?
No, this is an educational workshop designed for retirees.

Why should I attend?
Whether your retirement is years or days away, you can benefit from this information.Ā 

Does this event cost anything?
No, it does not. This event is a FREE workshop that is designed for educational purposes.

Ā 

Venue

Join us at 36 Restaurant and Bar for a FREE dinner during the seminar presentation.

CREATE A

Worry-Free Retirement Plan

Learn how at an upcoming live seminar, hosted by Stone House.

Here's What to Expect When Working With Stone House

How We Test Your Plan

  • 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

  • Understand our 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)
  • 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.
  • Know why health care is such an important (and often overlooked) cost to consider in your plan.

Advisors Available Virtually!

Toll Free: 866-923-1946
Email: Info@StoneHouseMail.com

Tunkhannock

570-836-7020

80 West Tioga Street Tunkhannock, PA 18657

Clarks Summit

570- 507-8946

103 W Grove Street
Clarks Summit, PA 18411

Sayre

570-890-2827

107 S Elmer Ave
Sayre, PA 18840

Towanda

570-627-6131

319 Main Street
Towanda, PA 18848

Disclosures:

Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble, Cargill, Coterra, or PSERS. P&G is a registered trade mark of Procter & Gamble.

Stone House utilizes paid client and non-client endorsers to support some of its events and referral programs. Endorsers receive de minimis non-cash compensation which could incentivize them to make this endorsement. Maximum total referral bonus in any calendar year is $1000.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFPĀ®, CERTIFIED FINANCIAL PLANNERĀ®, and CFPĀ® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organizationā€™s initial and ongoing certification requirements to use the certification marks.

FORM CRS
ADV 2 Disclosure Brochure
Privacy Policy

Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services.

No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone HouseĀ® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone HouseĀ® Investment Management, LLC as of the date of publication and are subject to change.

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFPĀ®, CERTIFIED FINANCIAL PLANNERā„¢, CFPĀ® (with plaque design), and CFPĀ® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Wealth Management Specialist ā„  and WMS ā„  designations are issued by the College for Financial PlanningĀ® And are subject to established standards of conduct.
You can verify designee status at http://cffpdesignations.com or call 800-237-9990.

This website is a publication of Stone HouseĀ® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed.

Stone HouseĀ®, DiversidexĀ®, and LifeStackĀ® are registered trademarks. All rights reserved.

https://www.StoneHouseInv.com/disclosures

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