Thursday, June 28, 2018
6:30 to 8:30 p.m.
Palo Alto Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306
Registration is $25
Retirement planning is more complicated than ever. It can be hard to even know where to begin. But focusing on just a few essential issues can increase your chances of enjoying a secure future.*
Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Chad will review:
Rob will discuss market conditions, his favorite sectors, dividend stocks to consider now, and recent world events that could affect your portfolio.
In addition, attorney and well-known author Michelle Lerman will explain how to update your estate plan to reflect the latest laws.
*Please note: Strategies discussed in these seminars are appropriate for individuals with $500,000 or more in assets.
**Please note: If you have already attended two or more events, then please save a spot for someone else.