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Retirement & Wealth Planning

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Palo Alto Elks Lodge

4249 El Camino Real

Palo Alto, CA 94306

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Join Chad Burton, CFP®, and Rob Black for an educational workshop* designed for people at or in retirement who are looking for ways to generate secure, steady income in retirement and to protect their estate.

Chad will provide retirement and estate planning strategies, and Rob will discuss the five retirement mistakes to avoid. We’ll also hear from attorney and well-known author Michelle Lerman, who will explain how to update your estate plan for 2016. If you have a living trust but haven’t reviewed it this year, or if you don’t have a living trust and want to protect your assets, don’t miss Michelle’s talk.



*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.

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Palo Alto Elks Lodge

4249 El Camino Real

Palo Alto, CA 94306

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