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