6:30 p.m. to 8:30 p.m.
Toll House Hotel
140 S. Santa Cruz Ave.
Los Gatos, CA 95030
Registration is $25.
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.
Please join us for our Retirement Income Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will share:
In addition, Rob Black will discuss the market outlook for the year ahead, and attorney Michelle Lerman will explain how to update your estate plan for 2017.
**Please note: Strategies discussed in this seminar are appropriate for individuals with $500,000 or more in assets.