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


March 9 6:30 p.m. to 8:30 p.m. Toll House Hotel 140 S. Santa Cruz Ave. Los Gatos, CA 95030 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 Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will share:

  • How to transition your portfolio from the accumulation phase to the income phase
  • Passive versus active portfolio management
  • The accounts to draw from first
  • How to minimize your retirement income taxes
  • Social Security strategies
  • Good and bad retirement products
  • How to manage your IRAs and 401(k)s in retirement
  • How to measure risk in your portfolio
  • Ways to protect your estate from the costs of long-term care

In addition, Rob Black will discuss the market outlook for the year ahead, and attorney Michelle Lerman will explain how to update your estate plan for 2017.

Click here to sign up

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