Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By PSERS.

Your Public School Retirement Income Plan

A 4-Part Video Series

Sign Up Now for FREE

Submit this form and gain immediate access!

As soon as you hit SUBMIT, you’ll be taken to Part 1 of the Public School Retirement Video Series. You’ll also receive an email with a link to access the entire series whenever is most convenient to you.

The 4 Parts of the Public School Retirement Video Series

Part 1: What to Expect

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.

Want to Sign Up for the Free Public School Retirement Video Series?

YES! SIGN ME UP

Meet the Stone House Team

Decades of combined experience in helping people enjoy retirement and reach financial freedom.

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ROBERT J. BROWN,
CFP®, CEPA®

Partner

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RAYMOND “SCOTT” STONE

Partner

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JOHN BURKE

Partner

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KIRK LUNGER

Partner

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SAYER MARTIN, CFA

Chief Investment Officer

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CANDICE LIGHTFOOT

Chief Compliance Officer

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BARBARA GRIMAUD, ESQ.

Senior Advisor

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CHAD TAAKE, CFP®

Senior Advisor

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BEN ROBINSON

Lead Advisor

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RYAN VASSIL, WMS℠

Lead Advisor

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MIKE CRAVATH, WMS℠

Lead Advisor

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ZACHARAY POLOVITCH

Wealth Advisor

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LARRY ALDERSON, CFP®

Senior Advisor

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JENNIFER SCHULTZ

Lead Advisor

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LORI BROWN

Client Relationship Manager

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KATIE JOHNSTON

Lead Advisor

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CHRISTINE SLUSARK

Financial Paraplanner

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SHERRI ROBERTS

Financial Paraplanner

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LEANNE KULAH

Senior Client Service Specialist

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STACEY VALENT

Office Manager

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LINDSEY CHIARELLI

Director of Marketing & Operations

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ANNA LAYAOU

Marketing Content Manager

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BRITNEY DORMAN

Head of Advisor Growth

Advisors Available Virtually!

Toll Free: 866-923-1946
Email: Info@StoneHouseMail.com

Tunkhannock

570-836-7020

80 West Tioga Street Tunkhannock, PA 18657

Clarks Summit

570- 507-8946

103 W Grove Street
Clarks Summit, PA 18411

Sayre

570-890-2827

107 S Elmer Ave
Sayre, PA 18840

Towanda

570-627-6131

319 Main Street
Towanda, PA 18848

Disclosures:

Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble, Cargill, Coterra, Ingersoll-Rand Federal Credit Union (IRFCU) or PSERS. P&G is a registered trade mark of Procter & Gamble.

Stone House utilizes paid client and non-client endorsers to support some of its events and referral programs. Endorsers receive de minimis non-cash compensation which could incentivize them to make this endorsement. Maximum total referral bonus in any calendar year is $1000.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CEPA® is a registered trademark.

FORM CRS
ADV 2 Disclosure Brochure
Privacy Policy

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.

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 service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

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.

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.

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

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.

Stone House®, Diversidex®, and LifeStack® are registered trademarks. All rights reserved.

https://www.StoneHouseInv.com/disclosures

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