When did you last reevaluate your financial plan?
Join us on March 11th at 6:00PM at the Trio Bistro for dinner!
Senior Stone House Advisor, Chad Taake, CFP®, brings a retirement planning seminar tailored for individuals looking to build more confidence in their plans.
- Build a map of your financial goals, such as retirement, with clear steps forward.
- Learn from a Certified Financial Planner® Practitioner how to manage your and your family’s financial assets with confidence.
- Create a wholistic plan that considers tax-saving strategies, estate planning, and insurance.
- And more!
Presented By
Chad Taake, CFP® - Senior Advisor
Chad Taake 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 Planner® Practitioner. A CFP® 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
March 11th @ 6:00 PM
A seminar presented by Chad Taake, CFP®, you’ll learn what you might want to consider when starting a financial plan, no matter where you are on life’s journey. Life changes are often a great time to either start a financial plan or update your old one, such as:
Levels of income and career changes
Savings for a child’s college fund
Homeownership and other non-stock assets
Social security and distribution strategies
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.
Does this event cost anything?
No, it does not. This event is a FREE workshop that is designed for educational purposes.
Disclosure: Stone House utilizes paid client and non-client endorsers to support this event. Endorsers receive de minimis non-cash compensation which could incentivize them to make this endorsement.
Venue
Join us at Trio Bistro, a restaurant on Kenwood Road!
Dinner will be served during the presentation.
What Can Stone House Help With?
Private Wealth
We offer exclusive private wealth management services that cater to the unique needs of high-net-worth individuals. Our strategies are personalized to help you manage, grow, and transfer your wealth efficiently.
Investment Management
Our personalized investment management services are designed to grow and protect your wealth. We focus on creating a balanced portfolio that aligns with your financial goals and adapts to market changes.
Business Investment Management
Our business investment management services are tailored to business owners looking to optimize their investment strategies. We help you maximize returns while managing risks associated with business investments.
Asset Management
We take a holistic approach, managing your portfolio with a focus on balancing risk and reward, ensuring that your assets are aligned with your financial goals and lifestyle needs.
Retirement Planning
Tailored strategies to help you achieve your retirement goals. Our team works closely with you to create a plan that helps ensure a comfortable and secure retirement based on your lifestyle.
Trusts
Our trust services are designed to protect your legacy and provide for your loved ones. We help establish trusts that reflect your wishes and offer security for future generations.
Highly Appreciated Stock
Have stocks that have soared in value? Highly appreciated stocks can offer incredible opportunities for wealth building.
Business Succession Planning
Planning for the future of your business is essential. Business succession planning ensures a seamless transition of leadership and ownership. A well-structured plan protects your company’s value, minimizes tax burdens, and safeguards your employees.
