Retirement Income Strategies and Estate Planning Seminar

September 9, 2017

10:00 a.m. to 12:00 p.m.
Four Points by Sheraton San Rafael—Marin II Room
1010 Northgate Drive
San Rafael, CA 94903

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 discuss:

  • 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

In addition, Rob Black will discuss the market outlook, 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.
We reserve the right to refuse service.