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10 Pillars of Retirement Income Planning Seminar

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Palo Alto Elks Lodge

4249 El Camino Real

Palo Alto, CA 94306

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Retirement planning is more complicated than ever. It can be hard to even know where to begin. But focusing on just a few essential issues can increase your chances of enjoying a secure future.*

Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Chad will review:

  • How to reduce risk with diversification
  • Bond alternatives and retirement products that make sense given today's interest rates
  • How to rebalance your portfolio in retirement and create a tax-efficient distribution plan
  • Portfolio structuring, asset allocation, and much more!

Rob will discuss market conditions, his favorite sectors, dividend stocks to consider now, and recent world events that could affect your portfolio.

In addition, attorney and well-known author Michelle Lerman will explain how to update your estate plan to reflect the latest laws.




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

**Please note: If you have already attended two or more events, then please save a spot for someone else.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Date and Time

Location

Palo Alto Elks Lodge

4249 El Camino Real

Palo Alto, CA 94306

View Map

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