2022 was the most difficult year for investors from a return and volatility standpoint. 

While we do not know for certain when recession will hit --- or how long it will last --- we know that it will stir up anxiety and fear. And that will trigger panic and rash decisions that could lead to big losses. At this in-person workshop, John Lau, Managing Director and Principal at Robertson Stephens 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 Lau, CPA, CFP® 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.

Registration is required.

About the Presenter: John Lau, CPA, CFP®

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.