Rob Black

Retirement Income and Tax Planning Seminar

Seminar

Thursday, November 14, 2019
6:30–8:30 p.m.

Double Tree
835 Airport Blvd.
Burlingame, CA 94010

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.

Please join us for our Retirement Income and Tax Planning Seminar.*
Rob Black will share market happenings and trends, while 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 in these seminars are appropriate for individuals with $500,000 or more in assets.