Investing for Your First $1 Million


May 20
1:00 p.m. to 3:00 p.m.

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

Registration is $25.

Whether you’re 20 or you’re 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, retire better, and pass on your estate while minimizing taxes.

Topics we’ll cover include:

  • Rob Black’s investing basics
  • Setting yourself up for a successful retirement
  • Building blocks of a successful portfolio
  • Managing your 401(k), IRA, and Roth accounts
  • What to invest in once you have maxed out your retirement options
  • Using stocks and real estate to create passive income in retirement
  • Insurance you need and insurance to avoid
  • Managing employee benefits and stock options

Click here to sign up

Please note: Strategies discussed during this webinar are appropriate for individuals with $250,000 or more in assets.