Retirement Income and Tax Planning Strategies

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Retirement Income and Tax Planning Strategies

During this two-hour seminar we'll explore retirement income and tax planning strategies to help you thrive during your golden years.

By EP Wealth Advisors & Rob Black

When and where

Date and time

Thursday, February 9 · 6:30 - 8:30pm PST


Juniper Hotel Cupertino 10050 S. De Anza Blvd. Cupertino, CA 95014

About this event

Income is both a crucial and often overwhelming area of retirement planning. With so many moving parts to take control of, you may feel uncertain about whether you are planning correctly. If you are looking to retire better and you have at least $500,000 in investable assets, this event is for you!

Our Retirement Income & Tax Planning Strategies seminar, hosted by Rob Black and Chad Burton CFP® of EP Wealth Advisors, will share real-life strategies for the following:

  • Planning for taxes
  • Transitioning your portfolio from the accumulation phase to the income phase
  • Choosing the right accounts to draw from first
  • Investing during a period of higher inflation and rates
  • Selecting Social Security strategies
  • Managing IRAs and 401(k)s in retirement
  • Protecting your estate from long-term-care cost
  • ...and more!

Please only reserve one ticket per registration/email.

Seating is limited, so if you have attended previous events, please consider giving others a chance! We do anticipate a sellout, so be sure to secure your spot today. If the event sells out, you will be added to our waitlist and contacted if any seats become available.

We look forward to seeing you at the Juniper Hotel on Thursday, February 9! Please note, parking at the hotel's garage is complimentary.

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.

About the organizer

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