Retirement Income Strategies and Estate Planning Seminar

Seminar

September 9, 2017
10:00 a.m. to 12:00 p.m.

Four Points by Sheraton San Rafael—Marin II Room
1010 Northgate Drive
San Rafael, CA 94903

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 Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will discuss:

  • 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

In addition, Rob Black will discuss the market outlook, and attorney Michelle Lerman will explain how to update your estate plan for 2017.

Click here to sign up

Please note: Strategies discussed during this webinar are appropriate for individuals with $500,000 or more in assets.
We reserve the right to refuse service.