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Investing Beyond a 401(k)—Wealth Accumulation Seminar

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Location

Rotary Summit Center

88 S 4th Street

7th Floor (top floor)

San Jose, CA 95112

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You've set goals for investing, created an emergency fund, saved for big purchases, paid off high interest rate debt, and maxed out your 401(k)—so now what? Join our discussion on how to save and invest your way to a bigger nest egg:

    • Understanding asset allocation and diversification
    • Investing in real estate
    • Approaching individual stock holdings
    • Capitalizing on bond funds and tax-free municipal bonds
    • Using Roths and Roth conversion strategies
    • Investing in a business or franchise
    • Working with taxable investments
    • Selecting the right college savings plan
    • Hiring a financial advisor
    • Using an HSA to save on your deductible while growing wealth
    • Understanding the difference between ETFs and mutual funds
    • Maximizing savings strategies for the self-employed


    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

    Rotary Summit Center

    88 S 4th Street

    7th Floor (top floor)

    San Jose, CA 95112

    View Map

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