November 17, 2018
Rotary Summit Center
88 South 4th Street, 7th floor (top floor)
San Jose, CA 95112
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.* Chad Burton, CFP®, will discuss:
In addition, Rob Black will discuss the market outlook for 2018, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws.
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.