See Upcoming Events

NEW FOCUS FINANCIAL GROUP SEMINAR: 10 Pillars of Retirement Income Planning

Use promo code EVENT25 for free admission. Click HERE to register.

When: Thursday, June 28, 2018
6:30 p.m. to 8:30 p.m.

Where: Palo Alto Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306

Retirement planning is more complicated than ever. It can be hard to even know where to begin. But focusing on just a few essential issues can increase your chances of enjoying a secure future.*

Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Chad will review:

  • How to reduce risk with diversification
  • Bond alternatives and retirement products that make sense given today's interest rates
  • How to rebalance your portfolio in retirement and create a tax-efficient distribution plan
  • Portfolio structuring, asset allocation, and much more!

Rob will discuss market conditions, his favorite sectors, dividend stocks to consider now, and recent world events that could affect your portfolio.

In addition, attorney and well-known author Michelle Lerman will explain how to update your estate plan to reflect the latest laws.

Michelle Lerman: Guest Speaker at New Focus Financial Group Seminar

When: Thursday, September 20, 2018
6:30 pm to 8:30 pm

Where: Toll House Hotel
140 Santa Cruz Ave
Los Gatos 95030

Topic and Guest Code information for registration to follow.

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.