4249 El Camino Real
Palo Alto, CA 94306
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 and Tax Planning Seminar.* Rob Black will share market happenings and trends, while Chad Burton, CFP®, will discuss:
Minimizing taxes in retirement after the 2017 tax reform
Transitioning your portfolio from the accumulation phase to the income phase
Rob Black is not your average financial expert. He is an accomplished money expert whose mix of intelligent insight and Gen X sarcasm has made him one of the Bay Area’s most trusted experts in the world of business news, personal finance, tax and retirement planning. Read more...