$25

Investing for Your First $1 Million

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Elks Lodge Palo Alto

4249 El Camino Real

Palo Alto, CA 94306

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Topics we'll cover include:

  • Rob Black’s investing basics
  • Setting yourself up for a successful retirement
  • Building blocks of a successful portfolio
  • Managing your 401(k), IRA, and Roth accounts
  • What to invest in once you have maxed out your retirement options
  • Using stocks and real estate to create passive income in retirement
  • Insurance you need and insurance to avoid
  • Managing employee benefits and stock options

Strategies discussed in this seminar are appropriate for individuals with $250,000 or more in assets.

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Date and Time

Location

Elks Lodge Palo Alto

4249 El Camino Real

Palo Alto, CA 94306

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