Successful Retirement in a Year of High Interest Rates, High Inflation, and High Market Volatility
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Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”). © 2023 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere. To read our full disclosure, go to: https://rscapital.com/disclosures/.
JOHN LAU, CPA, CFP®
Managing Director, Principal
John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning. John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. John is a public speaker on financial topics and has authored numerous financial books and booklets, including Winning the Retirement Race Between Time and Money; What Should I Do Before Anything Happens to Me; Suddenly Single; IRA Survival Guide After the SECURE Act, and more.
At this in-person workshop, John Lau, CPA, CFP® will present the strategies that will empower you to weather any recession, and any personal financial hardships you may face outside of recessions.
At this workshop, John will discuss:
- Strategies to bridge the retirement income gap
- How to stay in cash while potentially yielding inflation beating yields
- Tax planning at retirement – keeping more of what you make
- How a comprehensive personal plan can help you focus on the big picture and reduce anxiety
- Etc.,
If you are planning to retire in 2023, or just recently retired with more than $2.0million investable assets, this workshop is designed for you.
Masks are not required but encouraged. We will update you if there is a change.
To contact us about this event, email us at financialtips@rscapital.com or call (650) 800-7470.
Presented in collaboration with the Walnut Creek Library and Financial Aptitude Training, a Sec. 501(c)(3) non-profit organization.