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MICHELLE C. LERMAN IS GUEST SPEAKER AT NEW FOCUS FINANCIAL GROUP EVENT: RETIREMENT INCOME SEMINAR!

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

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

Registration is $25
Use promo code EVENT25 for free admission.

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:

  • How to minimize 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
  • 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 to reflect the latest laws.

Register Now


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.