Stone House Investment Management is an independent Company and is neither affiliated with nor endorsed by Lockheed Martin.
Understand Your Retirement Options at Lockheed Martin
A complimentary dinner and retirement income planning seminar for Lockheed Martin employees exploring how your pension, 401(k), Social Security, and benefits fit together as you approach retirement.
When & Where
- Rossi’s Restaurant, Archbald, PA
- Thursday, February 19th
- 6:00 PM
If you’re within 5 years of retirement, chances are you’ve wondered:
Do I truly have enough to retire—or does it just feel risky because it’s unclear?
How do I calculate my pension benefit?
What if taxes rise or the market shifts?
How do I make sure I don’t outlive my money?
Join us for a helpful seminar made for Lockheed employees who plan to retire in the next few years. We’ll talk about what to expect, share general tips, and answer your questions so you feel ready for what’s next. It’s a great way to learn and plan ahead.
Plus, enjoy a gourmet dinner, on us!
This seminar is intended for educational purposes only. Stone House Investment Management, LLC (“Stone House”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This seminar should not be construed as personalized investment, tax, or legal advice. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Attendance does not create an advisory relationship.
Stone House Investment Management is an independent Company and is neither affiliated with nor endorsed by Lockheed Martin.
What You’ll Discover
How to Build a Retirement Plan Based on Your Benefits
Learn how to incorporate either a pension OR a 401(k) and understand how each affects a retirement income plan.
How Health Insurance Could Transfer into Retirement
Understand what your health insurance transfer options are if retiring before age 65 and how that can interact with Medicare.
How Do All the Pieces Fit Together?
How do my pension, 401(k), Social Security, and insurance all work together as one plan?
The Answer to the Big Question: Can Your Retirement Last?
Walk away evaluating the steps you can take now to help build a retirement income plan around your lifestyle.
Who Should Attend?
Lockheed Martin employees and their spouses planning to retire within the next 5 years
Those living in or near Archbald, PA.
Anyone ready to create a more confident plan for retirement income
Educational content only. No results are guaranteed. Consult a qualified professional before making financial decisions.
Stone House Investment Management is an independent Company and is neither affiliated with nor endorsed by Lockheed Martin.
Why Attend?
This is not a sales pitch—it’s a practical, no-pressure educational event. You’ll leave with information you can use to better understand your options.
Seats are limited to ensure a comfortable experience, 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 Rossi’s Ristorante, retirement income planning education, 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.
This referral program is offered by Stone House Investment Management, LLC (“Stone House”), an SEC‑registered investment adviser. Registration does not imply a certain level of skill or training. Certain individuals may receive a nominal gift card (not exceeding $1,000 annually) for referring participants to Stone House seminars. This compensation is provided regardless of whether advisory services are engaged and does not create an obligation for referred individuals to become clients. This seminar is for informational and educational purposes only and 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.
Meet The Advisors
Todd Monahan, Jr. - Advisor
Todd is an Investment Advisor Representative with Stone House. He is a lifelong resident of Northeast PA and recently joined Stone House after completing a Bachelor of Science in Finance and a Master of Business Administration in Finance at the University of Scranton. Having grown up in a financially conscious household, Todd has had a passion for finance from a young age. Education and internship experiences further stoked this passion. He especially values the ability to make a life-changing impact on everyday people and help them to achieve the retirement they desire. Outside of assisting clients, Todd is both an avid outdoorsman and sportsman. He thoroughly enjoys fishing, hunting, and just about any kind of sporting event. Many of his fondest memories come from enjoying the outdoors or a sport with the people he loves.
Mike Cravath, WMS℠ - Lead Advisor
Mike joined the Stone House team after spending the early part of his career with a large finance firm. He had always enjoyed learning about the intricacies of finance and solving complex issues which is what led him to graduating with a degree in accounting and minor in forensic accounting from Marywood University. He quickly found a passion for financial advising using his abilities to help others and make a positive impact in their lives. Mike prides himself on taking a wholistic approach to financial advising. He does this 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.
Ryan Vassil, WMS℠ - Lead 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.
Wealth Management Specialist ℠ and WMS ℠ designations are issued by the College for Financial Planning® And are subject to established standards of conduct. You can verify designee status at http://cffpdesignations.com or call 800-237-9990.
It’s Time to Feel More Confident About Your Retirement
Don’t wait—secure your spot now before seats are gone.
