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Retirement Income Strategies and Estate Planning Seminar

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Juniper Hotel Cupertino

10050 S. De Anza Blvd.

Cupertino, CA 95014

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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 Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will discuss:

  • How the new tax law affects your retirement
  • Transitioning your portfolio from the accumulation phase to the income phase
  • 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

In addition, Rob Black will discuss economic and market trends, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws.



*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

Juniper Hotel Cupertino

10050 S. De Anza Blvd.

Cupertino, CA 95014

View Map

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