Investing for Your First $1 Million

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Investing for Your First $1 Million

By NewFocus Financial Group & Rob Black

Date and time

Saturday, May 20, 2017 · 1 - 3pm PDT

Location

Elks Lodge Palo Alto

4249 El Camino Real Palo Alto, CA 94306 United States

Refund Policy

Contact the organizer to request a refund.

Description

Topics we'll cover include:

  • Rob Black’s investing basics
  • Setting yourself up for a successful retirement
  • Building blocks of a successful portfolio
  • Managing your 401(k), IRA, and Roth accounts
  • What to invest in once you have maxed out your retirement options
  • Using stocks and real estate to create passive income in retirement
  • Insurance you need and insurance to avoid
  • Managing employee benefits and stock options

Strategies discussed in this seminar are appropriate for individuals who are accumulating wealth versus managing.

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