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Money 102: Portfolio Allocation and Tax-Efficient Wealth Accumulation

Saturday, Jun 8, 2013 1:00p
Elks Lodge Fremont, CA

Money 102: Portfolio Allocation and Tax-Efficient Wealth Accumulation
Saturday, June 8, 2013 1:00 p.m. to 4:00 p.m.
Registration is $5.00 Parking is free
Seminar Overview:
This workshop is for those who have a basic understanding of investments and retirement accounts and have gone beyond their 401(k) in accumulating wealth. During this in-depth session, Rob Black and Chad Burton, CFP ®, will discuss everything from proper portfolio allocation to dividend-paying stocks, tax-efficient wealth accumulation,
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Location & Nearby Info
Elks Lodge
38991 Farwell Dr.
Fremont, CA 94537
(510) 797-2121
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