Successful Retirement Strategies

In this workshop, CFP® professional John Lau will present retirement strategies that will empower you to weather any recession and overcome any other personal financial hardships you may face.

2022 was one of the most difficult years for investors from a return and volatility standpoint, and the outlook for 2023 is no better. To kickstart the new year, Bloomberg News surveyed more than 500 calls from Wall Street’s army of strategists about the economic landscape ahead and upbeat forecasts are hard to find.

While we do not know for certain when a 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. Join us to learn strategies to help you prosper in retirement amid the incoming recession.

At this workshop, John 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.

If you are planning to retire in 2023, or just recently retired with more than $2 million investable assets, this workshop is designed for you.

John Lau, CPA, CFP® 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.