Retirement Income and Tax Planning Seminar

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DoubleTree by Hilton Hotel

835 Airport Blvd.

Burlingame, CA 94010

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Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.

Please join us for our Retirement Income and Tax Planning Seminar.

You'll hear from Rob Black on the market outlook and economic trends. In addition, Chad Burton, CFP®, will discuss:

  • Minimizing taxes in retirement after the 2017 tax reform
  • Transitioning your portfolio from the accumulation phase to the income phase
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Selecting optimal Social Security strategies
  • Discerning good and bad retirement products
  • Managing IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs
  • What to expect in 2019



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


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

DoubleTree by Hilton Hotel

835 Airport Blvd.

Burlingame, CA 94010

View Map

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