How do you know if you're ready to retire???

With so many moving parts to take control of, you may feel uncertain about whether you are planning correctly for the kind of retirement you want or when to finally take the plunge. If you are looking to retire better and pass on your estate while minimizing taxes, and you have at least $500,000 in investable assets, this event is for you!

"7 Steps for Retirement Readiness", hosted by Rob Black and Chad Burton CFP® of EP Wealth Advisors, will break down the seven tests you need to successfully pass to know whether you are ready for the kind of retirement YOU want.

Rob will provide timely market updates and Chad will share strategies on the following retirement items:

Taxes
Income
Long-term Care
Safe Money
Investing
Life Goals
Health & Wellness
. ..and more!

Join us Thursday, February 15 -- please only reserve one ticket per registration/email.

W e look forward to seeing you at the Stanford Park Hotel!

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.