Your Public School Retirement Income Plan
A 4-Part Video Series
Meet the Stone House Team
Decades of combined experience in helping people enjoy retirement and reach financial freedom.
Robert J. Brown, CFP®
Partner
Raymond "Scott" Stone
Partner
John Burke
Partner
Kirk Lunger
Partner
Sayer Martin, CFA
Chief Investment Officer
Christine Slusark
Financial Paraplanner
Sherri Roberts
Financial Paraplanner
Barbara Grimaud, Esq.
Senior Advisor
Chad Taake, CFP®
Senior Advisor
Ben Robinson
Lead Advisor
Ryan Vassil, WMS℠
Lead Advisor
Mike Cravath, WMS℠
Lead Advisor
Larry Alderson, CFP®
Senior Advisor
Jennifer Schultz
Client Relationship Manager
Lori Brown
Client Relationship Manager
Katie Johnston
Lead Advisor
Stacey Valent
Office Manager
Lindsey Chiarelli
Director of Marketing & Operations
Anna Layaou
Marketing Content Manager
Leanne Kulah
Senior Client Service Specialist
The 4 Parts of the Public School Retirement Video Series
Part 1: What to Expect
In Part 1 of the Video Series, you’ll find out what to hand on-hand to make the most of this learning experience. We’ll also offer additional resources to keep you on-track with retirement planning.
Part 2: The Parts of Your Plan
In Part 2 of the Public School Retirement Video Series, you’ll get a bird’s eye view of the parts of your retirement plan.
- Your PSERS Pension Options
- Your 403b Account
- Your Sick, Vacation, and Incentive Pay
- Your Retirement Income Plan
Part 3: How to Make Your Public School Retirement Last 30+ Years
In Part 3 of the Video Series, you’ll learn how to make your Public School Retirement Last 30+ years with the use of a comprehensive retirement income plan.
Part 4: A Helpful Public School Retiree Case Study
In Part 4 of the Public School Retirement Video Series, you’ll get to watch two Stone House Advisors review a retirement income plan created for a public school retiree and her spouse. We aim to give you a concrete example of what goes into a retirement income plan so you can begin making sense of your own retirement income numbers.
Frequently Asked Questions
Do I have to be retiring this year to get the most out of this video series?
The Public School Retirement Video Series is designed to be most helpful for those preparing for retirement in the next 1 to 5 years from the PA Public School System.
I’m planning for retirement from the PA Public School System, but my spouse is not. Will the video series still help us?
Yes! In fact, in Part 4 of the series, we’ll show you a case study of a couple like this—one is retiring from the PA Public School System soon, while the other owns a small business and isn’t sure of when they’ll retire.
Am I obligated to work with Stone House Retirement Income Planners after I sign up for the Public School Retirement Video Series?
Not at all. You may sign up for and go through the video series, provided by Stone House Retirement Income Planners, and then choose to manage your own retirement income plan or work with a financial advisor of your choice.
Does this video series cost anything?
No. This video series is completely FREE. All we need to deliver it is your email address.