Free Dinner & Retirement Seminar in Scranton | Stone House Investment Management

FREE DINNER & RETIREMENT SEMINAR

Can Your Retirement Last?

A complimentary dinner & retirement planning seminar — in downtown Scranton.

When & Where

You’ve worked for this.
Let’s talk about building a strategy for the years ahead.

If retirement is coming into view over the next several years, you’ve probably already started asking the real questions:

These are the right questions to ask — and you don’t have to sort through them alone. Join Mike Cravath and Todd Monahan, Jr. of Stone House Investment Management for an unhurried dinner and a clear, plain-spoken conversation about what really changes when the paychecks stop. Good food, no pressure, and a straight-forward conversation about the questions families in our community ask us every day.

What We’ll Walk Through

Organizing Savings for Retirement Income

Ways your 401(k), savings, and other accounts can work together — and considerations for when to begin distributions, so your money is coordinated around an income plan.

Common Tax Considerations Retirees Encounter

How proactive tax planning may help you be aware of — and potentially reduce — taxes over time through thoughtful account allocation.

Markets, taxes, and inflation

Down-to-earth ways to think about managing risk to your retirement income through different market and economic environments.

Evaluating the Durability of Your Retirement Savings

Tools and frameworks that can help you assess how long your savings may support your goals.

Educational content only. This presentation is for general information and is not personalized investment, tax, or legal advice. No outcomes are guaranteed. Please consult a qualified professional before making financial decisions.

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. For additional information about Stone House, please see our Form ADV at www.stonehouseinv.com.

Stone House Investment Management, LLC and its advisors do not provide tax or legal advice; please consult your tax advisor or attorney.

Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Who This Is For

People planning to retire in the next 1–10 years (especially within 5)
Individuals and couples who want to build toward a reliable retirement income strategy
Anyone looking for clarity around taxes, market risk, and making savings last
Folks who simply want to feel more prepared for the road ahead

Why Come?

This isn’t a sales pitch — it’s a practical, no-pressure evening built around education. You’ll hear practical ideas to consider when thinking through your own decisions. We keep the group comfortable in size, so seating is limited and we’d recommend registering early.

Reserve Your Complimentary Seat

Registration and dinner are on us — Space is limited. This complimentary evening includes fine dining at A’tera 519, retirement income planning education, and you’re welcome to bring a guest.

Questions? Call us at (570) 836-7020 or email info@stonehousemail.com — our team is glad to help.

Submitting this form does not create an advisory relationship with Stone House Investment Management. Information provided is for seminar registration purposes only.

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. You may unsubscribe at any time.

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

Mike Cravath, WMS℠

Lead Advisor

Mike joined Stone House after spending the early part of his career with a large finance firm. He’s always enjoyed digging into the details of finance and working through complex problems — the same curiosity that led him to a degree in accounting, with a minor in forensic accounting, from Marywood University. He found his calling in financial advising: using his skills to help people and make a real difference in their lives. Mike takes a holistic approach, walking clients through every part of their finances and standing alongside them at each stage of life. He came to Stone House for its commitment to going the extra mile for clients. Outside of work, Mike enjoys golfing, time with family and friends, and adventures with his Golden Retriever, Walter.

Watch Mike talk retirement strategies — The 4% Rule

What is the 4% Rule? The idea is that you withdraw 4% of your retirement savings each year so you don’t outlive your money. It’s been around a long while — but does it still hold up? Mike walks through where the rule works, where it doesn’t, and 10 illustrative scenarios that make it more personal than a one-size-fits-all number.

Stone House Investment Management, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Informational only; not investment, tax, or legal advice. All investments involve risk, including possible loss. Scheduling a meeting or attending a seminar does not create an advisory relationship

The 4% Rule is a general guideline derived from historical research. It relies on assumptions that may not reflect future market conditions and may not be appropriate for your situation. This video is for educational purposes only and is not individualized advice. No strategy can guarantee income or protect against loss. Consult a qualified professional before making any decisions.

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.

Todd Monahan, Jr., CEPA®

Advisor

Todd is an investment adviser representative with Stone House Investment Management, where he specializes in retirement planning — helping individuals and families make confident, well-informed decisions about their future. He takes a holistic approach, working to align finances with each client’s life goals, values, and long-term security.

Beyond his work at Stone House, Todd is an active volunteer and supporter of the Greater Scranton Chamber of Commerce and the broader local community. He focuses on building strong relationships, connecting local professionals, and contributing to efforts that strengthen the region’s business environment.

Away from the office, Todd is an avid outdoorsman and sportsman. He enjoys fishing, hunting, and getting to sporting events and many of his favorite memories come from time spent outdoors with family and friends. Todd earned both his bachelor’s and master’s degrees from the University of Scranton.

Hear Todd on Blue Collar Wealth — Virtual Advising: Working With an Advisor Wherever You Are

In this episode, Todd joins fellow Stone House advisors to talk through what working with a financial advisor looks like today — online meetings, hybrid retirement seminars, and how to stay connected to your retirement plan without rearranging your whole schedule.

CEPA® is a professional designation focused on exit planning strategies for business owners. Stone House Investment Management, LLC is an SEC-registered investment adviser. Informational only; not investment advice. All investing involves risk. Contacting Stone House does not establish an advisory relationship. Registration with the Securities and Exchange Commission does not imply a certain level of skill or training or that the SEC approves of Stone House or its services.

Videos are for general informational and educational purposes only. They are not personalized investment advice and should not be construed as a guarantee of results. Past performance is not indicative of future results.