June MeetUP: Retirement Plans, Trusts, and IRAs

We’re pleased to announce our MeetUP Event for JUNE:


Face retirement and the future head on. 

People brave enough to look into the crystal ball of the future are much more likely to take control of their retirement planning. It’s a vivid reminder that everything you do today impacts your future tomorrow. Meet professionals that can help you, so you’re not left wondering what’s next.



Meet up with Manny and his friends for a night of sharing common interests and ideas. You will have the opportunity to meet people with common real estate interests who own or want to buy commercial or apartment buildings, share, or address any ideas and concerns. 

This month’s Meet up event will take place on:

June 12th at 6:30pm at 233 Arroyo Drive, South San Francisco, CA 94080 


Stephen L. Dobrow, ERPA, APA, CPC 

President, Primark Benefits

Stephen DobrowA San Francisco native, Stephen entered the Retirement field in 1976, gained executive experience in Silicon Valley, and returned to Primark Benefits in 1990 to lead its management team. His expertise is in converting tax dollars into employee benefits, which are otherwise unaffordable.

Stephen holds a degree in Management from Golden Gate University in San Francisco. He also holds a degree in accounting. He formerly served as a chapter officer for the National Institute of Pension Administrators in which he has achieved the designation of Accredited Pension Administrator. Stephen holds the designations of Qualified 401(k) Administrator, Qualified Pension Administrator, and Certified Pension Consultant, as issued by the American Society of Pension Professionals and Actuaries. He is past President of ASPPA.

President, Karp Capital Management 

peterPeter Karp is the founder of Karp Capital Management Corp, a registered investment advisory firm. The company is headquartered in San Francisco and provides a full range of financial services focusing on asset management strategies, plan participant education/ advisement and business consulting. He is a member of the Financial Planning association, Western Pension & Benefits Association and is a founding partner of NAPA.(National Association of Plan Advisors). Karp ranked 25th on the list of top Bay Area Independent wealth advisor with over 7,000 nominations received every year. Learn more and sign up for the Karp Capital Focus quarterly newsletter with asset management insights at karpcapital.com.

Interested? Let’s meet up!

Please spread the word and remember to RSVP to Ausra@Pacbay.net

Looking forward to seeing you on May 8th!


Date: Thursday: June 12th, 2014
Address: 233 Arroyo Drive,
                      South San Francisco, CA 94080
                     (Please Meet in the Betty Weber Room)
Time: 6:30pm to 8:30pm

RSVP on Meetup.com OR email Ausra@Pacbay.net