v2 EPWA 7 Steps Retirement Webinar 23.12.07 B 231109 v1-2

Retirement readiness is a financial goal that almost everyone wishes to obtain. However, factors as simple as just not knowing how much cash you need or misinformation about taxes can really throw your future a curve ball. Please join Rob Black for a live webinar featuring EP Wealth Advisors' Chad Burton CFP ® as they guide you through the “7 Steps for Retirement Readiness.” This hour-long virtual seminar will provide information to potentially help you decide whether or not you’re ready to retire by exploring the aspects of retirement:

  • Tax Efficient Distribution Strategies

  • Taxes

  • Health & Wellness

  • Investing

  • Long-Term Care

  • Savings

  • …and more!

    7 Steps for Retirement Readiness

    Live Webinar Featuring Rob Black and Chad Burton CFP

    Hosted by EP Wealth Advisors

    Thursday, December 7, 2023 | 6:30-7:30 p.m. PST

    Planning for retirement can feel overwhelming at times, to say the least. EP Wealth Advisors wants to help make the process more transparent, straight forward and “7 Steps for Retirement Readiness” breaks it down into just a few steps. Register today.

    Can’t make it to the live webinar? Register so you can receive an on-demand recording after the webinar concludes.

    The information being presented in this webinar is aimed at individuals who have at least $500,000 in investable assets. 




Register Now