This is your final opportunity in 2025 to get free, expert financial guidance on retirement and tax planning. Join Rob Black, Chad Burton, CFP®, and Ryan Ignacio, CFA, CFP®, for the Retirement and Wealth Management Seminar—your chance to learn how to make smarter decisions about your financial future.
At this final seminar of the year, the team will discuss the latest on new tax laws (OBBBA), retirement income strategies, and how to adjust your portfolio for today’s market. You’ll also get expert insights on Social Security timing and estate planning tips designed to help you retire with confidence.
📅 Event Date: Thursday, October 16, 2025
🕕 Time: 6:30 PM – 8:30 PM PST
📍 Location: Palo Alto Elks Lodge, Palo Alto, CA 94306
Seats are filling fast—RSVP before registration closes to secure your spot.
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