Rob Black

Retirement Income and Tax Planning Seminar

Seminar

Thursday, July 11, 2019
6:30–8:30 p.m.

Palo Alto Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306

Registration is $25.

Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.

You’ll hear from Rob Black on the market outlook and economic trends.
In addition, Chad Burton, CFP^®, will discuss:

• Minimizing taxes in retirement after the 2017 tax reform
• Transitioning your portfolio from the accumulation phase to the
  income phase
• Choosing the right accounts to draw from first
• Minimizing your retirement income taxes
• Selecting optimal Social Security strategies
• Discerning good and bad retirement products
• Managing IRAs and 401(k)s in retirement
• Measuring risk in your portfolio
• Protecting your estate from long-term-care costs

Click here to sign up

Please note: Strategies discussed during this webinar are appropriate for individuals with $500,000 or more in assets.
We reserve the right to refuse service.