Retirement Income Strategies and Estate Planning Seminar

May 20, 2017

9:00 a.m. to 11:00 a.m.
Elks Lodge Palo Alto
4249 El Camino Real
Palo Alto, CA 94306

Registration is $25.

Topics we’ll cover include:

  • Transitioning your portfolio from the accumulation phase to the income phase
  • Passive vs. active portfolio management
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Social Security strategies
  • Good and bad retirement products
  • Managing your IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs
  • Estate planning tips for 2017 by attorney Michelle Lerman

**Please note: Strategies discussed in this seminar are appropriate for individuals with $500,000 or more in assets.