Thinking about money and planning for retirement can be confusing for many people. If you want to gain a better understanding of how to possibly preserve your wealth and plan ahead for retirement, join us for our free seminar.

Hosted by Rob Black and presented by Chad Burton, CFP® and Ryan Ignacio, CFA, CFP® of EP Wealth Advisors, this presentation will dive into topics such as:

Tax planning
Retirement costs
Portfolio transition
Investment accounts
Social Security
Retirement products
IRAs and 401(k)s
Managing real estate in retirement
Estate preservation

If you have $500k or more in investable assets, then this free event is for you. Don’t miss out on this opportunity!

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

*Investable assets include qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings/checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.

Retirement and Wealth Management