Four Points by Sheraton San Rafael
1010 Northgate Drive
San Rafael, CA 94903
Saturday, September 10
9:00 a.m. to 12:00 p.m.
Registration is $5.
Your retirement needs a plan, but it can be hard to know how to even begin. By keeping your focus on just a few essential issues, you can increase your chances of enjoying a secure future.
Join us for our Retirement & Wealth Planning seminar* on September 10 in San Rafael. Chad Burton, CFP®, will discuss why retirement and wealth planning are more complicated than ever. He will break it down for you, and provide sensible solutions for reaching your retirement goals. He’ll share:
In addition, money expert and host Rob Black will cover dividend stocks, plus the 20 steps that you can take to financial freedom. We’ll also hear from attorney and well-known author Michelle Lerman, who will explain how to update your estate plan for 2016. If you have a living trust but haven’t reviewed it this year, or if you don’t have a living trust and want to protect your assets, don’t miss Michelle’s talk.
*Please note: Strategies discussed during this seminar are appropriate for individuals with $250,000 or more in assets.