Free Public School Employee Retirement Seminar
You've Spent Your Career Educating Others. What About Your Own Retirement?
A calm, no-pressure evening for public school employees across the North Lackawanna region.
-
Wednesday, October 14, 2026· 5:30 PM- FULLY BOOKED - Thursday November 5, 2026 · 5:30 PM - NEW DATE
- Frank's Place, Simpson, PA · In person, dinner's on us!
- Hosted by advisors Todd Monahan, Zach Polovitch & Mike Cravath
Between pension elections, the Option 4 lump-sum decision, and figuring out how everything fits with Social Security, retiring from a Pennsylvania public school comes with real, one-time decisions. We’ll walk through how each one works — plainly, and without a sales pitch.
A message from Todd, Zach & Mike — hear why they started hosting these evenings for school employees in their own community.
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. Attendance does not create an advisory relationship.
Stone House is not affiliated with or endorsed by Public School Employees’ Retirement System (PSERS), the Commonwealth of Pennsylvania, or any Pennsylvania public school district.
Common Questions We Hear
If You've Spent Your Career Serving Students, Chances Are You've Wondered
1
Should I take the single-life pension option, or a survivor option for my spouse?
2
What does the Option 4 lump-sum withdrawal actually mean for my family?
3
How does my Public School Employee pension work alongside my 403(b), 457, and Social Security?
4
Can I actually afford to retire — and when does it make sense to?
5
What should I know about healthcare and taxes once I retire?
Why We’re Hosting This
A local, second perspective can bring clarity to a complex, one-time decision.
Join us for a relaxed evening built around the realities of your career — how school schedules, summers, and years of service show up differently in a pension than in a typical retirement account. We’ll help you make sense of it, and answer your questions directly.
What You'll Discover
Understanding Your Pension Elections
What single-life vs. survivor options mean for your family, and how the Option 4 lump-sum decision fits into the picture.
Coordinating Your Full Retirement Picture
How your Public School Employee pension works alongside 403(b) and 457 accounts, and where Social Security fits in.
Healthcare & Tax Considerations
What tends to change once you retire, and practical ways to plan ahead for it.
Evaluate the Big Question: Are You On Track?
Walk away with practical next steps for your own timeline.
Who Should Attend
- Teachers, aides, administrators, and support staff who are Public School Employee members
- Anyone roughly 0–10 years from retirement — or just starting to plan ahead
- Spouses and household decision-makers are welcome to attend together
Why Attend?
This Isn't a Sales Pitch
It’s a practical, no-pressure evening to help you understand your Public School Employee options.
You’ll leave with information you can use to make sense of your retirement decisions and next steps.
Seating is limited, so we recommend registering in advance.
Reserve Your Seat
Join Us at Frank's Place in Simpson
Event Details
-
Wednesday, October 14, 2026· 5:30 PM FULLY BOOKED - Thursday November 5, 2026 · 5:30 PM
- Frank's Place, Simpson, PA · In person, dinner's on us!
- Hosted by advisors Todd Monahan, Zach Polovitch & Mike Cravath
- Questions before then? Email info@StoneHouseMail.com
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. Attendance does not create an advisory relationship. For additional information about Stone House, please see our Form ADV at www.stonehouseinv.com.
Fill out the form to register for our seminar on November 5, 2026.
By submitting this form, you agree to allow Stone House Investment Management to use the provided information for marketing purposes, which may include follow-up emails and event reminders. This communication does not constitute an offer or solicitation to buy or sell any securities.
Meet Your Hosts
Advisors From Right Here in Your Community
Todd Monahan
Advisor
Zach Polovitch
Advisor
Mike Cravath, WMS℠
Lead Advisor
Featured Episode
Blue Collar Wealth
If you’re a Pennsylvania public school employee within a few years of retirement, your Public School Employee pension is the foundation of your plan — but the decisions around it are permanent. In this episode of Blue Collar Wealth, four Stone House advisors walk through the Public School Employee pension-option election, your retirement estimate, Social Security timing, and unused sick and vacation pay. Along the way, we cover what a full-picture retirement plan actually looks like, and why the advisor who visits your school once a year is one option, not the only one.
For informational purposes only. Results may vary. Hypotheticals are illustrative, may not reflect actual outcomes. Client experiences may not represent all clients. Stone House is not affiliated with or endorsed by Public School Employees’ Retirement System (PSERS), the Commonwealth of Pennsylvania, or any Pennsylvania public school district. Videos are provided for general informational and educational purposes only. They are not intended as personalized investment advice, nor should they be construed as a guarantee of results. Past performance is not indicative of future results.
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 cffpdesignations.com or by calling 800.237.9990.
You've Spent Your Career Serving Your Students and Community.
It’s time to look at your own future. Don’t wait — reserve your seat for November 5th.
Important disclosures
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.
Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification, or training, or that the SEC approves of Stone House or its services.
Stone House Investment Management, LLC and its representatives are not affiliated with, endorsed by, or sponsored by the Public School Employees’ Retirement System (PSERS), the Commonwealth of Pennsylvania, or any Pennsylvania public school district, including Carbondale Area, Lakeland, Western Wayne, Wayne Highlands, or Forest City Regional School Districts.
By submitting your information through the form on this page, 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. This communication does not constitute an offer or solicitation to buy or sell any securities.
Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House Investment Management, LLC as of the date of publication and are subject to change. This website is a publication of Stone House Investment Management, LLC. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed.
No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees, and conflicts of interest. This is not a solicitation of services in any jurisdiction in which Stone House is not registered or is not exempt from registration.