Thinking about money and planning for retirement can be confusing for many people. If you want to gain a better understanding of how to preserve your wealth and plan ahead for retirement, join us for our free seminar, “Plan for Your Future: Strategies for Building a Tax-Conscious Retirement Portfolio.”
Hosted by Rob Black and presented by Chad Burton, CFP® of EP Wealth Advisors, this presentation will dive into topics such as:
- Tax planning
- Retirement costs
- Portfolio transition
- Investment accounts
- Social Security
- Retirement products
- IRAs and 401(k)s
- Estate protection
If you have $500k or more in investable assets, then this free event is for you. Don’t miss out on this opportunity!
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.
*Investable assets include qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings/checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.
