Investing Beyond a 401k – Wealth Accumulation


November 17, 2018
1:00–3:00 p.m.

Rotary Summit Center
88 South 4th Street, 7th floor (top floor)
San Jose, CA 95112

Registration is $25.

You’ve set goals for Investing, created an emergency fund, save for big purchases, paid off high interest rate debt, maxed out your 401K . . . so now what? Now is the time to learn a bit more on wealth accumulation as you save and invest your way to a bigger nest egg.  The big question for most is “What to do after your 401k?” Time to learn a bit more on Wealth Accumulation strategies.

  • Asset allocation:  Asset allocation meets Diversification
  • Investing in Real estate
  • Approaching Individual Stock holdings
  • Accumulating Wealth Investing in Bond Funds or Tax Free Municipal Bonds
  • Roths and Roth Conversion Strategies
  • Investing in a business or franchise
  • Investing  in Taxable Investments Saving for college: College savings plans
  • Hiring financial help: Financial planning advisers
  • HSAs – Save on your deductible while growing wealth
    The difference between ETFs and Mutual Funds
  • Savings strategies for the self employed

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