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Event Details
Money 101: All Things Financial
Saturday, February 2, 2013
1:00 p.m. to 4:00 p.m.
Registration is $10.00*
Seminar Overview:
This workshop is for people younger than 40 who are accumulating wealth. During this in-depth session, Rob Black and Chad Burton, CFP®, will discuss everything from insurance, 401(k)s and IRAs to asset allocation and good debt vs. bad debt. Diversification, tax reduction strategies and estate planning tips will also be covered. All guests will have an opportunity to ask questions.
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 Blvd
Walnut Creek,
CA 94597
Saturday, February 2, 2013 from 1:00 PM to 4:00 PM (PST)
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