$25

Retirement Income Strategies and Estate Planning Seminar

Event Information

Share this event

Date and Time

Location

Location

Elks Lodge Palo Alto

4249 El Camino Real

Palo Alto, CA 94306

View Map

Event description

Description

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 attorney Michelle Lerman

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

Share with friends

Date and Time

Location

Elks Lodge Palo Alto

4249 El Camino Real

Palo Alto, CA 94306

View Map

Save This Event

Event Saved