Sales Ended

Retirement Income Strategies and Estate Planning + Bonus Session

Event Information

Share this event

Date and Time

Location

Location

DoubleTree by Hilton Hotel San Francisco Airport

835 Airport Blvd.

Burlingame, CA 94010

View Map

Event description

Description

Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future.

On July 13, Chad Burton, CFP®, Rob Black, and attorney Michelle Lerman will discuss retirement income strategies and estate planning updates that you can use in your own life. In addition, we'll hold a bonus breakout session that details specific tips for self-employed and contract workers.

Retirement Income Strategies and Estate Planning*

Time: 11 a.m. to 1 p.m. (lunch will be served)

Topics we’ll cover include:

  • Transitioning your portfolio from the accumulation phase to the income phase
  • Passive vs. active portfolio management
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Social Security strategies
  • Good and bad retirement products
  • Managing your IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs
  • Estate planning tips for 2017 by Michelle Lerman

Breakout Bonus Session: Retirement Tips for Self-Employed and Contract Professionals

Time: Shortly after 1 p.m.

Topics we’ll cover include:

  • Creating your own employee benefits now that you’re your own boss
  • Self-employed retirement plan options
  • How the self-employed can defer significantly more income than allowed in a traditional 401(k)
  • Tax-saving strategies with LLCs and S-corps
  • Pros and cons of incorporating
  • Business transition strategies

*Please note: Strategies discussed in this seminar are appropriate for individuals with $500,000 or more in assets.

Date and Time

Location

DoubleTree by Hilton Hotel San Francisco Airport

835 Airport Blvd.

Burlingame, CA 94010

View Map

Save This Event

Event Saved