Satuday, September 21, 2019
Two Seminars: 9:30–11:00 a.m. or 1:00–3:00 p.m.
Rotary Summit Center – 7th floor (top floor)
88 S. Fourth St.
San Jose, CA 95112
Registration is $25.
Whether you’re 20 or you’re 60, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth beyond your 401(k), invest confidently, retire better, and pass on your estate while minimizing taxes.
Seminar 1: Investing Beyond the 401(k)
Time: 9:30 a.m. to 11 a.m.
Topics we’ll cover include:
Seminar 2: Retirement Income and Tax Planning*
Time: 1 to 3 p.m.
You’ll get a market outlook from Rob Black and hear from Chad Burton, CFP®, on:
*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.