Seminars & Events

Rob Black hosts financial seminars, workshops and webinars almost on a monthly basis. The seminar content is similar to his media format, but more topic—driven. Financial seminars and workshops can be an effective tool for gathering information, but sadly, most fail to meet expectations. Rob and his experts give real information that you will be able to apply to your financial plan. Rob uses seminars as a way to interact with the audience, fundraiser, and educational tool/resource for the community.

Retirement Income Strategies and Estate Planning Seminar

Seminar

May 20 9:00 a.m. to 11:00 a.m. Elks Lodge Palo Alto 4249 El Camino Real Palo Alto, CA 94306 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, invest confidently, retire better, and pass on your estate while minimizing taxes. Topics we'll cover include:
  • Transitioning your portfolio from the accumulation phase to the income phase
  • Passive vs. active portfolio management
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Social Security strategies
  • Good and bad retirement products
  • Managing your IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs
  • Estate planning tips for 2017 by attorney Michelle Lerman

Click here to sign up

Please note: Strategies discussed during this webinar are appropriate for individuals with $500,000 or more in assets.

Investing for Your First $1 Million

Seminar

May 20 1:00 p.m. to 3:00 p.m. Elks Lodge Palo Alto 4249 El Camino Real Palo Alto, CA 94306 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, invest confidently, retire better, and pass on your estate while minimizing taxes. Topics we'll cover include:
  • Rob Black's investing basics
  • Setting yourself up for a successful retirement
  • Building blocks of a successful portfolio
  • Managing your 401(k), IRA, and Roth accounts
  • What to invest in once you have maxed out your retirement options
  • Using stocks and real estate to create passive income in retirement
  • Insurance you need and insurance to avoid
  • Managing employee benefits and stock options

Click here to sign up

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