Kick off 2024 with our first in-person presentation of the year.
Retirement readiness is a financial goal that almost everyone wishes to obtain. However, common obstacles such as a lack of clarity on required funds or misinformation about taxes can unexpectedly impact your future plans. Please join Rob Black for our event in Menlo Park featuring EP Wealth Advisors' Chad Burton CFP® as he guides you through the “7 Steps for Retirement Readiness.”
The 7 Steps for Retirement Readiness
Thursday, February 15th | 6:30 p.m. - 8:30 p.m. PT
Menlo Park, CA
With Rob Black & Chad Burton, CFP®
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