You Take Care of Everyone Else.
What About Your Retirement?
A relaxed, no-pressure seminar for healthcare professionals across the Valley approaching retirement.
On Wednesday, September 16 and Thursday, September 17 at 6:00 PM, Stone House advisors Zach Polovitch and Mike Cravath will host small-group retirement seminars built around the realities of shift work.
After years of changing jobs, moving plans, and accounts that have piled up along the way, it’s easy to lose track of the full picture. We’ll walk through how rollovers, consolidation, Social Security, and your savings fit together — and help you understand whether you’re on track.
Attend in person at our Clarks Summit office, or join the livestream from home. Choose your night and format on the next step.
Stone House Investment Management, LLC is an SEC-registered investment adviser. 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.
If You’ve Spent Your Career Caring for Others, Chances Are You’ve Wondered:
- Am I actually on track to retire — and how would I know?
- What should I do with retirement accounts from jobs I left years ago?
- Does it make sense to roll those old accounts into one place?
- How does Social Security fit with what I’ve saved on my own?
- What would consolidating or converting an account mean for my taxes?
Join us for a relaxed evening built around your schedule. We’ll talk about what to expect, share general information, and answer your questions — so you can feel more prepared for what’s ahead.
This seminar is intended for educational purposes only. Stone House Investment Management, LLC (“Stone House”) is an SEC-registered investment adviser. This seminar should not be construed as personalized investment, tax, or legal advice. All investments involve risk, including the possible loss of principal. Attendance does not create an advisory relationship.
What You’ll Discover
Making Sense of Accounts That Have Changed Over the Years
Understand what rolling over or consolidating old retirement accounts could mean for you.
Whether Consolidating Makes Sense for Your Situation
Learn how combining old 401(k)s, 403(b)s, and other accounts could simplify your plan.
How Social Security and Savings Fit Together
See how these pieces work together to build your retirement income.
The Answer to the Big Question: Are You on Track?
Walk away with practical next steps for your own plan.
Who Should Attend?
Nurses, techs, therapists, and healthcare support staff within 10 years of retirement.
Anyone across the Scranton/Wilkes-Barre and Danville, PA areas with accounts scattered across past employers.
Anyone who wants a clear, no-pressure second opinion on their retirement plan.
Educational content only. No results are guaranteed. Consult a qualified professional before making financial decisions.
Why Attend?
This isn’t a sales pitch — it’s a practical, no-pressure evening to help you understand your options.
You’ll leave with information you can use to make sense of your retirement accounts and next steps.
Seating is limited, so we recommend registering in advance.
Stone House Investment Management, LLC is an SEC-registered investment adviser. 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.
Reserve Your Seat
- Date: Wednesday, September 16 or Thursday, September 17, 2026 — choose the night that works best for you
- Time: 6:00 PM
- In-Person Location: 103 West Grove St, Clarks Summit, PA
- Virtual Option: Livestreamed presentation with Q&A
Submitting this form does not establish an advisory relationship with Stone House Investment Management, LLC.
By submitting your information through this form, you agree to allow Stone House Investment Management to use the provided information for marketing purposes. This may include, but is not limited to, sending promotional emails, newsletters, and other marketing communications.
Stone House Investment Management, LLC is an SEC-registered investment adviser. 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.
Meet The Advisors
Zach Polovitch
Advisor
Zach is an Investment Advisor Representative with Stone House. He graduated from Susquehanna University with a major in finance and a minor in business management. Through schooling, Zach found his passion for investments and the stock market, and Stone House gives him the perfect mix between financial skills and helping people reach their financial goals. His main goal is to help clients get the most out of their lives through their own financial needs and create a lasting personal impact on each client. He does this by building tailored strategies that align with their goals, values, and future aspirations. In his free time, if you don’t catch Zach out on the golf course, you can catch him shooting pool or hanging out with family and friends.
MIKE CRAVATH, WMS℠
Lead Advisor
Mike joined the Stone House team after spending the early part of his career with a large financial firm. He had always enjoyed learning the intricacies of finance and solving complex issues, which is what led to graduating with a degree in accounting and finance from Marywood University. He quickly found a passion for financial advising, using his abilities to help others and simplify their financial planning journey. By navigating his clients through all aspects of their finances and supporting them through every stage of life, Mike decided to come to Stone House because of their commitment to exceeding client expectations. In his spare time, Mike enjoys golfing, spending time with family and friends, and going on adventures with his Golden Retriever, Walter.
Wealth Management Specialist℠ and WMS℠ designations are issued by the College for Financial Planning®. Designees are subject to established standards of conduct. You can verify designee status at http://cffpdesignations.com or by calling 800-237-9990.
You’ve Spent Your Career Taking Care of Others.
It’s Time to Take Care of Your Own Future.
Don’t wait — reserve your seat for September 16 or 17.
