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 and Tax Planning Seminar

Seminar

November 17, 2018 9:30–11:30 a.m.

Rotary Summit Center 88 South 4th Street, 7th floor (top floor) San Jose, CA 95112

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:

  • How to minimize taxes in retirement after the 2017 tax reform
  • Transitioning your portfolio from the accumulation phase to the income phase
  • 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

In addition, Rob Black will discuss the market outlook for 2018, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws.

Click here to sign up

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.

Investing Beyond a 401k – Wealth Accumulation

Seminar

November 17, 2018 1:00–3:00 p.m.

Rotary Summit Center 88 South 4th Street, 7th floor (top floor) San Jose, CA 95112

Registration is $25.

You've set goals for Investing, created an emergency fund, save for big purchases, paid off high interest rate debt, maxed out your 401K . . . so now what? Now is the time to learn a bit more on wealth accumulation as you save and invest your way to a bigger nest egg.  The big question for most is “What to do after your 401k?” Time to learn a bit more on Wealth Accumulation strategies.

  • Asset allocation:  Asset allocation meets Diversification
  • Investing in Real estate
  • Approaching Individual Stock holdings
  • Accumulating Wealth Investing in Bond Funds or Tax Free Municipal Bonds
  • Roths and Roth Conversion Strategies
  • Investing in a business or franchise
  • Investing  in Taxable Investments Saving for college: College savings plans
  • Hiring financial help: Financial planning advisers
  • HSAs – Save on your deductible while growing wealth The difference between ETFs and Mutual Funds
  • Savings strategies for the self employed

Click here to sign up

We reserve the right to refuse service.