Actions Panel
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 StatesRefund 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.