Retirement Income Strategies and Estate Planning + Bonus Session


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.