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Wealth Preservation and Retirement Planning Seminar

NewFocus Financial Group

Saturday, February 2, 2013 from 9:00 AM to 12:00 PM (PST)

Walnut Creek, CA

Wealth Preservation and Retirement Planning Seminar

Ticket Information

Ticket Type Sales End Price Fee Quantity
General Admission Ended $10.00 $0.00

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Event Details

Wealth Preservation & Retirement Planning Seminar

Saturday, February 2, 2013
9:00 a.m. to 12:00 p.m.

Registration is $10.00*

Seminar Overview:

Rob Black will discuss current market conditions, his favorite sectors and his opinion on recent world events affecting your portfolio.

CERTIFIED FINANCIAL PLANNER™ professional Chad Burton will discuss:

  • How to reduce risk with diversification
  • Tax reduction strategies and estate planning tips
  • How to rebalance your portfolio in retirement and create a tax-efficient distribution plan
  • Structuring your portfolio, asset allocation and much more!

Guests will have an opportunity to have their wealth preservation and retirement planning questions answered.

Attorney Michelle Lerman will also offer a free estate planning consultation to all attendees.

*Includes entry for both you and a guest. Complimentary valet parking or self-parking available.

Have questions about Wealth Preservation and Retirement Planning Seminar? Contact NewFocus Financial Group

When & Where


Embassy Suites
1345 Treat Boulevard
Walnut Creek, CA 94597

Saturday, February 2, 2013 from 9:00 AM to 12:00 PM (PST)


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