Can Your Retirement Last 30 Years?
Lead Stone House Advisors, Ryan Vassil and Michael Cravath, bring a retirement planning seminar tailored for individuals with $500,000 or more in savings to build more confidence in their plans.
Join us on the second floor of The Nyx in Clarks Summit for appetizers and light refreshments being served throughout the presentation. Please see the RSVP form for available dates!
In this seminar, our Advisors will cover topics such as:
- Building a retirement income plan to help your savings last
- Creating a tax-efficient strategy
- Understanding the usual issues retirees wish they knew sooner
- Making a retirement you'll look forward to
- And more!
Presented By
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.
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.
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.
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 on the second floor of The Nyx, a bar located on Depot Street! Appetizers and light refreshments will be served during the presentation.
A parking lot is located behind the restaurant, and street parking is available.
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.
