11:00 a.m. to 1:00 p.m.
DoubleTree by Hilton Berkeley Marina Hotel
200 Marina Blvd.
Berkeley, CA 94710
Registration is $25.
Lunch will be served.
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 share:
In addition, Rob Black will discuss the market outlook for the year ahead, 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.