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Michelle C. Lerman is presenting to the Provisors’ Bay Area Lawyers Affinity Group on Tuesday, November 13th

Michelle C. Lerman will be discussing the 2018 Tax Cuts & Jobs Act and critical estate planning revisions needed under the New Tax Act


Michelle C. Lerman to Guest Speak at New Focus Financial Group Seminar

When: Saturday, November 17, 2018

Where: Rotary Summit Center | Seventh floor (top floor), 88 S. 4th St., San Jose, CA 95112

Cost: Registration for each seminar is $25 | Use promo code EVENT25 for free admission.

Whether you're 25 or you're 65, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, and retire better.

Seminar 1 | Retirement Income and Tax Planning Seminar

Time: 9:30am to 11:30am

You’ll hear from Chad Burton, CFP®, on:

  • Minimizing taxes in retirement after the 2017 tax reform
  • Transitioning your portfolio from the accumulation phase to the income phase
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Selecting optimal Social Security strategies
  • Discerning good and bad retirement products
  • Managing 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 to reflect the latest laws.

Click here to register

Seminar 2 | Investing Beyond a 401(k)—Wealth Accumulation

Time: 1:00pm to 3:00pm

You've set goals for investing, created an emergency fund, saved for big purchases, paid off high interest rate debt, and maxed out your 401(k)—so now what? Join our discussion on how to save and invest your way to a bigger nest egg:

  • Understanding asset allocation and diversification
  • Investing in real estate
  • Approaching individual stock holdings
  • Capitalizing on bond funds and tax-free municipal bonds
  • Using Roths and Roth conversion strategies
  • Investing in a business or franchise
  • Working with taxable investments
  • Selecting the right college savings plan
  • Hiring a financial advisor
  • Using an HSA to save on your deductible while growing wealth
  • Understanding the difference between ETFs and mutual funds
  • Maximizing savings strategies for the self-employed

Click here to register


Monthly Commercial Real Estate Networking Group

When: 1st Tuesday of every month

Where: San Francisco

The first three meetings are free. Click here for more information.


Past Events

Click here to see some of our past events.