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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

San Jose City College:

Saturday, Mar 28, 2026 from 9am-Noon

Saturday, Apr 11, 2026 from 9am-Noon

Wednesday, Apr 15, 2026 from 6-9pm

Saturday, Apr 18, 2026 from 9am-Noon

Saturday, Apr 25, 2026 from 9am-Noon

Saturday, May 2, 2026 from 9am-Noon

Saturday, May 9, 2026 from 9am-Noon

Saturday, May 16, 2026 from 9am-Noon

Saturday, May 23, 2026 from 9am-Noon

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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