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The Changing World of Retirement Planning

3-hour informational class:
How to get to the 0% income tax bracket in retirement within a rising tax rate environment. 

 

Topics include:

  • Tax Rate Risk

  • Distribution Planning

  • Maximizing Social Security

  • Estate Planning

  • Long-Term Care Planning

  • GLI vs the 4% Rule

  • Solving Longevity Risk

  • Stock Market Risk

Gavilan College: Fall 2026

Saturday, Sept 19, 2026 from 9am-Noon

Saturday, Sept 26, 2026 from 9am-Noon

Register for a Gavilan College class:
https://www.enrolltoday.education/90797

San Jose City College: Fall 2026

Saturday, Oct 10, 2026 from 9am-Noon

Saturday, Oct 17, 2026 from 9am-Noon

Wednesday, Oct 20, 2026 from 6-9pm

Saturday, Oct 31, 2026 from 9am-Noon

Saturday, Nov 7, 2026 from 9am-Noon

Saturday, Nov 14, 2026 from 9am-Noon

Register for a SJCC class: 
https://www.enrolltoday.education/90714
or https://www.enrolltoday.education/90715

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor.  BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Silicon PCS are independent of each other.   Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

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