Getting Close to Retirement?
Join a small, local seminar to learn how retirement income really works.
On Thursday, June 25th at 5:30 PM, Stone House Advisor Todd Monahan will host a small-group retirement income planning seminar designed for individuals approaching retirement.
You’ll learn how Social Security, taxes, healthcare, and savings work together to create one clear plan — and what decisions matter most as retirement gets closer.
Attend in person at our Clarks Summit office or join the livestream from home. Visit our RSVP form to save your seat, in-person or virtual!
If you’re within 10 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?
When should I take Social Security?
How do I evaluate my benefits and savings to make sure I don’t outlive my money?
What happens with my healthcare coverage after I leave my job?
Are there any tax considerations I’m not thinking of now that could cost me in the future?
Join us for a helpful seminar made for those 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.
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.
What You’ll Discover
How to Approach Building a Retirement Plan Based on Your Benefits
Learn how to incorporate your benefits and savings and understand how every piece impacts 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 401(k), Social Security, and health 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?
Those looking to retire in the next 1-10 years.
Locals living in Clarks Summit, Scranton, and Wilkes-Barre areas.
Anyone ready to approach the topic of retirement income more confidently.
Educational content only. No results are guaranteed. Consult a qualified professional before making financial decisions.
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
- Date: Thursday, June 25th
- Time: 5:30 PM
- In-Person Location: 103 West Grove St. Clarks Summit, PA
- Virtual Option: Livestreamed Presentation with Q&A
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., CEPA®
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.
AIDAN BROWN
Advisor
Aidan Brown is an Investment Advisor with Stone House. A graduate of Penn State University, he earned a degree in Computer Engineering with a minor in Cybersecurity before deciding to pursue his passion for finance. Prior to joining Stone House, Aidan worked as an Electronic Warfare Engineer with Leidos, where he developed strong analytical and problem-solving skills.
Aidan combines his technical background with a genuine desire to help clients build lasting financial stability. He values honesty, hard work, and meaningful connection — qualities that align with Stone House’s client-first approach. Outside of work, Aidan enjoys training in Jiu-Jitsu, powerlifting, and spending time outdoors with family and friends.
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.
