January 24, 2019
Palo Alto Elks Lodge
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.*
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 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.