July 23, 2019 | 5:00 PM - 7:00 PM PDT
Karl Strauss Brewing Company
9675 Scranton Road
San Diego, CA 92121
Pricing
Members: No charge
Non-members: $25
Overview (Program Summary)
A program hosted by:
ACC San Diego
In this first session of ACC’s Personal & Professional Growth series, RBG Advisors will discuss what every executive should know about achieving a successful retirement. They will be covering retirement topics, including 401(k)/403(b), complete detailed retirement review, complete investment analysis - risk tolerance and stock options, debt management, insurance coverage, budget, non-qualified deferred compensation and social security and medicare.
Attendees will learn:
- How much money can you REALLY put in your 401k? Guide for how almost any 401(k) plan can be “supercharged” with additional savings
- Balancing RSU’s/stock options with deferred compensation options to mitigate risk and tax liabilities
- How can you maximize your investment rate of return by simply “locating” your assets more efficiently
- Executive insurance and common pitfalls for coverage gaps
Speaker:
Darrell Alford, principal, RBG Advisors
5:00 - 5:30 PM Registration/Networking
5:30 - 6:30 PM Program
6:30 - 7:00 PM Networking
CLE
Credits: 1
State: CA
Category: General
Contact (RSVP)
Eastridge Workforce Solutions
Sponsored By
Retirement Benefits Group