Retirement Income & Tax Planning Strategies

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Retirement Income & 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, May 25 · 6:30 - 8:30pm PDT


Palo Alto Elks Lodge 4249 El Camino Real Palo Alto, CA 94306

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 pass on your estate while minimizing taxes, and you have at least $500,000 in investable assets, this event is for you!

Our Retirement and Income Planning Seminar, hosted by Rob Black and Chad Burton CFP® of EP Wealth Advisors, will break down income planning and tax strategies so you can learn and understand the ways you can increase your income in retirement and your chances of enjoying a secure future.

Rob will provide a timely market updates and Chad will share strategies on the following:

  • Minimizing taxes in retirement
  • Transitioning your portfolio from the accumulation phase to the income phase
  • Choosing the right accounts to draw from first
  • How to invest during a period of higher inflation and low rates
  • Selecting optimal Social Security strategies
  • Discerning good and bad retirement products
  • 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.

We look forward to seeing you at the Palo Alto Elks Lodge on Thursday, May 25!

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