Join Us for One of Our Retirement Workshops

Palo Alto Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306

Thursday, November 17
11:00 a.m. to 1:00 p.m.
(Doors will open at 11, with lunch at 11:30.)

and

6:30 p.m. to 8:30 p.m.

Registration is $5 for each event.

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.

Event 1:

10 Pillars of Retirement Income & Dividend Stocks
11:00 a.m. to 1:00 p.m. (Doors will open at 11, with lunch at 11:30.)

Join Chad Burton, CFP®, and Rob Black for a lunch and discussion* on issues affecting retirement planning and dividend stocks. Chad will review:

  • How to reduce risk with diversification
  • Tax reduction strategies and estate planning tips
  • Bond alternatives and retirement products that make sense in today’s low-interest-rate environment
  • How to rebalance your portfolio in retirement and create a tax-efficient distribution plan
  • Portfolio structuring, asset allocation and much more!

Rob will share the five dividend stocks to consider now. He’ll also discuss current market conditions, his favorite sectors and his perspective on recent world events affecting your portfolio.

Click here to sign up

*Please note: Strategies discussed during this seminar are appropriate for individuals with $250,000 or more in assets.

Event 2:

Retirement & Wealth Planning
6:30 p.m. to 8:30 p.m.

Join Chad Burton, CFP®, and Rob Black for an educational workshop** designed for people at or in retirement who are looking for ways to generate secure, steady income in retirement and to protect their estate.

Chad will provide retirement and estate planning strategies, and Rob will discuss the five retirement mistakes to avoid. 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.

Click here to sign up

*Please note: Strategies discussed during this seminar are appropriate for individuals with $250,000 or more in assets.