Retirement & Wealth Planning

Your retirement needs a plan, but it can be hard to know how to even begin. By keeping your focus on just a few essential issues, you can increase your chances of enjoying a secure future.

Join us for our Retirement & Wealth Planning seminar* on September 10 in San Rafael. Chad Burton, CFP®, will discuss why retirement and wealth planning are more complicated than ever. He will break it down for you, and provide sensible solutions for reaching your retirement goals. He’ll share:

• Which account to draw from first in retirement
• What you can do to maximize Social Security benefits
• How to reduce the risk of outliving your savings
• Bonds and bond alternatives for today's low-interest-rate environment

In addition, money expert and host Rob Black will cover dividend stocks, plus the 20 steps that you can take to financial freedom. We’ll also hear from attorney and well-known author Michelle Lerman, who will explain how to update your estate plan for 2016. If you have a living trust but haven’t reviewed it this year, or if you don’t have a living trust and want to protect your assets, don’t miss Michelle’s talk.

*Please note: Strategies discussed in these seminars are appropriate for individuals with $250,000 or more in assets.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.