Rob Black

Retirement Income Strategies and Estate Planning + Bonus Session

Seminar

July 13
11:00 a.m. to 1:00 p.m.
(lunch will be served)

DoubleTree by Hilton Hotel
San Francisco Airport
835 Airport Blvd.
Burlingame, CA 94010

Registration is $25.

Retirement Income Strategies and Estate Planning*

Time: 11 a.m. to 1 p.m. (lunch will be served)

• Transitioning your portfolio from the accumulation phase to the income phase
• Passive vs. active portfolio management
• Choosing the right accounts to draw from first
• Minimizing your retirement income taxes
• Social Security strategies
• Good and bad retirement products
• Managing your IRAs and 401(k)s in retirement
• Measuring risk in your portfolio
• Protecting your estate from long-term-care costs
• Estate planning tips for 2017 by Michelle Lerman

Breakout Bonus Session: Retirement Tips for Self-Employed and Contract Professionals

Time: Shortly after 1 p.m.

Topics we’ll cover include:

• Creating your own employee benefits now that you’re your own boss
• Self-employed retirement plan options
• How the self-employed can defer significantly more income than allowed in a traditional 401(k)
• Tax-saving strategies with LLCs and S-corps
• Pros and cons of incorporating
• Business transition strategies

Click here to sign up

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