Investing for Your First $1 Million

May 20, 2017

1:00 p.m. to 3:00 p.m.
Elks Lodge Palo Alto
4249 El Camino Real
Palo Alto, CA 94306

Registration is $25.

Topics we’ll cover include:

  • Rob Black’s investing basics
  • Setting yourself up for a successful retirement
  • Building blocks of a successful portfolio
  • Managing your 401(k), IRA, and Roth accounts
  • What to invest in once you have maxed out your retirement options
  • Using stocks and real estate to create passive income in retirement
  • Insurance you need and insurance to avoid
  • Managing employee benefits and stock options

Please note: Strategies discussed in this seminar are appropriate for individuals with $250,000 or more in assets.