Retirement Income and Tax Planning Seminar


Thursday, March 21, 2019
6:30–8:30 p.m.

DoubleTree by Hilton Hotel
835 Airport Blvd.
Burlingame, CA 94010

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.

You’ll hear from Rob Black on the market outlook and economic trends.
In addition, 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
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Selecting optimal Social Security strategies
  • Discerning good and bad retirement products
  • Managing IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs
  • What to expect in 2019

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.