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.
SeminarJanuary 24, 2019 6:30–8:30 p.m. Palo Alto Elks Lodge 4249 El Camino Real Palo Alto, CA 94306 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:
In addition, Rob Black will discuss the market outlook, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws.
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.