Wealth Preservation and Retirement Planning Seminar
Saturday, February 2, 2013 from 9:00 AM to 12:00 PM (PST)
Walnut Creek, CA
Wealth Preservation & Retirement Planning Seminar
Saturday, February 2, 2013
9:00 a.m. to 12:00 p.m.
Registration is $10.00*
Rob Black will discuss current market conditions, his favorite sectors and his opinion on recent world events affecting your portfolio.
CERTIFIED FINANCIAL PLANNER™ professional Chad Burton will discuss:
- How to reduce risk with diversification
- Tax reduction strategies and estate planning tips
- How to rebalance your portfolio in retirement and create a tax-efficient distribution plan
- Structuring your portfolio, asset allocation and much more!
Guests will have an opportunity to have their wealth preservation and retirement planning questions answered.
Attorney Michelle Lerman will also offer a free estate planning consultation to all attendees.
*Includes entry for both you and a guest. Complimentary valet parking or self-parking available.