Looks like this event has already ended.

Check out upcoming events by this organizer, or organize your very own event.

View upcoming events Create an event

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

Who's Going

Loading your connections...
SHARE THIS EVENT

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.

When & Where



Embassy Suites
1345 Treat Boulevard
Walnut Creek, CA 94597

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


  Add to my calendar

Please log in or sign up

In order to purchase these tickets in installments, you'll need an Eventbrite account. Log in or sign up for a free account to continue.