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Events & Workshops
Click on an event listing for more information and to register for your spot. Registration in advance is recommended as space at these events are limited.
Questions? Contact Tara White – 661/775-0950
Upcoming Santa Clarita Events
25sep12:00 pm1:30 pmSecure Your Data And Protect Your Legacy WorkshopSanta Clarita - Noon
Event Details
We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on
more
Event Details
We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on if we want to ensure our family’s taken care of now and in the future. That’s why the team at Vance Wealth wants to help you prepare for the what-ifs, worst cases and tough eventualities.
During this workshop, our trusted advisors will provide the care, knowledge and tools you need to secure your online information from current risk, as well as protect that information for generations to come. We will cover common cyber security threats and practices, so you can feel confident today. Then we’ll show you how to protect your legacy, so you can have trust in the future.
Safeguarding your legacy is so much more than passing on financial information; it includes your health wishes, vital legal documents, financial information, and even the recipes and stories passed down from generation to generation. You’ll learn:
- How to protect yourself against email hacking, phishing scams, wire transfer fraud and more
- Tips and tricks to spot common security issues you may not even know about
- How to organize and safeguard your information through a program called Everplans
- How we can help protect your information online and for generations to come
- Bonus: Shred your old financial documents! (Here’s what to bring!)
We want to help you establish a plan for today with a vision of tomorrow. Let us help protect your family against the toughest of times, so we can empower you into the best of times.
Wednesday, September 25th 2019
12:00pm- 1:30pm
Santa Clarita Office
26491 Summit Circle
Santa Clarita, CA 91350
Please RSVP – Seating is limited – Lunch and Refreshments will be served
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Wednesday) 12:00 pm - 1:30 pm
Location
Vance Wealth
26491 Summit Circle
Organizer
Tara WhiteTara.White@VanceWealth.com
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
YesNoMaybe
18 Spots remaining
Can not make it to this event?Change my RSVP
25sep5:30 pm7:00 pmSecure Your Data And Protect Your Legacy WorkshopSanta Clarita - 5:30pm
Event Details
We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on
more
Event Details
We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on if we want to ensure our family’s taken care of now and in the future. That’s why the team at Vance Wealth wants to help you prepare for the what-ifs, worst cases and tough eventualities.
During this workshop, our trusted advisors will provide the care, knowledge and tools you need to secure your online information from current risk, as well as protect that information for generations to come. We will cover common cyber security threats and practices, so you can feel confident today. Then we’ll show you how to protect your legacy, so you can have trust in the future.
Safeguarding your legacy is so much more than passing on financial information; it includes your health wishes, vital legal documents, financial information, and even the recipes and stories passed down from generation to generation. You’ll learn:
- How to protect yourself against email hacking, phishing scams, wire transfer fraud and more
- Tips and tricks to spot common security issues you may not even know about
- How to organize and safeguard your information through a program called Everplans
- How we can help protect your information online and for generations to come
- Bonus: Shred your old financial documents! (Here’s what to bring!)
We want to help you establish a plan for today with a vision of tomorrow. Let us help protect your family against the toughest of times, so we can empower you into the best of times.
Wednesday, September 25th 2019
5:30pm -7:00pm
Santa Clarita Office
26491 Summit Circle
Santa Clarita, CA 91350
Please RSVP – Seating is limited – Dinner and Refreshments will be served
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Wednesday) 5:30 pm - 7:00 pm
Location
Vance Wealth
26491 Summit Circle
Organizer
Tara WhiteTara.White@VanceWealth.com
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
YesNoMaybe
11 Spots remaining
Can not make it to this event?Change my RSVP
Upcoming Pasadena Events
03oct12:00 pm1:30 pmSecure Your Data and Protect Your Legacy WorkshopPasadena - Noon
Event Details
We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on
more
Event Details
We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on if we want to ensure our family’s taken care of now and in the future. That’s why the team at Vance Wealth wants to help you prepare for the what-ifs, worst cases and tough eventualities.
During this workshop, our trusted advisors will provide the care, knowledge and tools you need to secure your online information from current risk, as well as protect that information for generations to come. We will cover common cyber security threats and practices, so you can feel confident today. Then we’ll show you how to protect your legacy, so you can have trust in the future.
Safeguarding your legacy is so much more than passing on financial information; it includes your health wishes, vital legal documents, financial information, and even the recipes and stories passed down from generation to generation. You’ll learn:
- How to protect yourself against email hacking, phishing scams, wire transfer fraud and more
- Tips and tricks to spot common security issues you may not even know about
- How to organize and safeguard your information through a program called Everplans
- How we can help protect your information online and for generations to come
- Bonus: Shred your old financial documents! (Here’s what to bring!)
We want to help you establish a plan for today with a vision of tomorrow. Let us help protect your family against the toughest of times, so we can empower you into the best of times.
Thursday, October 3rd 2019
12:00pm-1:30pm
Flintridge Retreat Center
236 W. Mountain St. #117
Pasadena, CA 91103
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Thursday) 12:00 pm - 1:30 pm
Location
Flintridge Center
236 W. Mountain St. #117
Organizer
Tara WhiteTara.White@VanceWealth.com
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
YesNoMaybe
Can not make it to this event?Change my RSVP
03oct5:30 pm7:00 pmSecure Your Data and Protect Your Legacy WorkshopPasadena - 5:30pm
Event Details
We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on
more
Event Details
We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on if we want to ensure our family’s taken care of now and in the future. That’s why the team at Vance Wealth wants to help you prepare for the what-ifs, worst cases and tough eventualities.
During this workshop, our trusted advisors will provide the care, knowledge and tools you need to secure your online information from current risk, as well as protect that information for generations to come. We will cover common cyber security threats and practices, so you can feel confident today. Then we’ll show you how to protect your legacy, so you can have trust in the future.
Safeguarding your legacy is so much more than passing on financial information; it includes your health wishes, vital legal documents, financial information, and even the recipes and stories passed down from generation to generation. You’ll learn:
- How to protect yourself against email hacking, phishing scams, wire transfer fraud and more
- Tips and tricks to spot common security issues you may not even know about
- How to organize and safeguard your information through a program called Everplans
- How we can help protect your information online and for generations to come
- Bonus: Shred your old financial documents! (Here’s what to bring!)
We want to help you establish a plan for today with a vision of tomorrow. Let us help protect your family against the toughest of times, so we can empower you into the best of times.
Thursday, October 3rd 2019
5:30pm- 7:00pm
Flintridge Retreat Center
236 W. Mountain St. #117
Pasadena, CA 91103
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Thursday) 5:30 pm - 7:00 pm
Location
Flintridge Center
236 W. Mountain St. #117
Organizer
Tara WhiteTara.White@VanceWealth.com
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
YesNoMaybe
Can not make it to this event?Change my RSVP
Past Events
23may5:30 pm7:00 pmEvent OverTaxes in Retirement WorkshopPasadena - 5:30pm
Event Details
You are invited: Taxes in Retirement Workshop THE NEW TAX AND FINANCIAL RULES HAVE CHANGED. Understand how critical rule changes will impact taxation and planning
more
Event Details
You are invited: Taxes in Retirement Workshop
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand how critical rule changes will impact taxation and planning strategies for 2019 & beyond.
Attend this workshop and learn about:
• The 2018 Tax Reform Bill
• Common misconceptions about taxes in retirement
• Strategies to maximize charitable giving and the tax benefit
• Strategies to help protect yourself against the taxation of your Social Security income
Please Note: This workshop is targeted for individuals age 55-75.
Thursday, May 23rd 2019
12:00 p.m. – or – 5:30 p.m.
Flintridge Retreat Center
236 W. Mountain St. #117
Pasadena, CA 91103
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Thursday) 5:30 pm - 7:00 pm
Location
Flintridge Center
236 W. Mountain St. #117
Organizer
Tara WhiteTara.White@VanceWealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
Can not make it to this event?Change my RSVP
23may12:00 pm1:30 pmEvent OverTaxes in Retirement WorkshopPasadena - 12:00pm
Event Details
You are invited: Taxes in Retirement Workshop THE NEW TAX AND FINANCIAL RULES HAVE CHANGED. Understand how critical rule changes will impact taxation and planning
more
Event Details
You are invited: Taxes in Retirement Workshop
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand how critical rule changes will impact taxation and planning strategies for 2019 & beyond.
Attend this workshop and learn about:
• The 2018 Tax Reform Bill
• Common misconceptions about taxes in retirement
• Strategies to maximize charitable giving and the tax benefit
• Strategies to help protect yourself against the taxation of your Social Security income
Please Note: This workshop is targeted for individuals age 55-75.
Thursday, May 23rd 2019
12:00 p.m. – or – 5:30 p.m.
Flintridge Retreat Center
236 W. Mountain St. #117
Pasadena, CA 91103
Time
(Thursday) 12:00 pm - 1:30 pm
Location
Flintridge Center
236 W. Mountain St. #117
Organizer
Tara WhiteTara.White@VanceWealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
Can not make it to this event?Change my RSVP
22may12:00 pm1:30 pmEvent OverTaxes in Retirement WorkshopSanta Clarita - 12:00pm
Event Details
You are invited: Taxes in Retirement Workshop THE NEW TAX AND FINANCIAL RULES HAVE CHANGED. Understand how critical rule changes will impact taxation and planning
more
Event Details
You are invited: Taxes in Retirement Workshop
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand how critical rule changes will impact taxation and planning strategies for 2019 & beyond.
Attend this workshop and learn about:
• The 2018 Tax Reform Bill
• Common misconceptions about taxes in retirement
• Strategies to maximize charitable giving and the tax benefit
• Strategies to help protect yourself against the taxation of your Social Security income
Please Note: This workshop is targeted for individuals age 55-75.
Wednesday, May 22nd 2019
9:00 a.m. – 12:00 p.m. – 5:30 p.m.
Santa Clarita Office
26491 Summit Circle
Santa Clarita, CA 91350
Please RSVP – Seating is limited – Lunch/Dinner and Refreshments will be served
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Wednesday) 12:00 pm - 1:30 pm
Location
Vance Wealth
26491 Summit Circle
Organizer
Tara WhiteTara.White@VanceWealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
Can not make it to this event?Change my RSVP
11may5:00 pm9:00 pmEvent OverAnnual Spring Reception
Event Details
Join us for our Annual Spring Reception May 11th 2019 5:00pm – 9:00pm Food · Fun · Cocktails · Live Music · Friends or email Tara.White@VanceWealth.com or 661-231-3745
Event Details
Join us for our Annual Spring Reception
May 11th 2019
5:00pm – 9:00pm
Food · Fun · Cocktails · Live Music · Friends
or email Tara.White@VanceWealth.com or 661-231-3745
Time
(Saturday) 5:00 pm - 9:00 pm PST
Location
Vance Wealth
26491 Summit Circle
Organizer
Tara WhiteTara.White@VanceWealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
Can not make it to this event?Change my RSVP
18apr5:00 pm7:00 pmEvent OverPost Tax Happy Hour/ Shred Event
Event Details
Post Tax Happy Hour/ Shred Event Celebrate surviving tax season and rid yourself of all unnecessary documents! Join us on April 18th from 5:00 pm –7:00 pm
Event Details
Post Tax Happy Hour/ Shred Event
Celebrate surviving tax season and rid yourself of all unnecessary documents!
Join us on April 18th from 5:00 pm –7:00 pm
We will have a shred truck and refreshments.
To get a list of documents that no longer need stored and should be disposed of properly visit: VanceWealth.com/Resources
For questions or more info: Shanele.Stoll@VanceWealth.com
Time
(Thursday) 5:00 pm - 7:00 pm PST
Location
Vance Wealth
26491 Summit Circle
Organizer
Shanele StollShanele.Stoll@vancewealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
Can not make it to this event?Change my RSVP
31jan5:30 pm7:00 pmEvent Over2019 Economic & Market UpdatePasadena - 5:30 pm
Event Details
You are invited …. 2019 Economic & Market Update Thursday, January 31st 5:30pm Flintridge Retreat Center 236 West Mountain Street - Suite 117, Pasadena, CA 91103
more
Event Details
You are invited ….
2019 Economic & Market Update
Thursday, January 31st
5:30pm
Flintridge Retreat Center
236 West Mountain Street – Suite 117, Pasadena, CA 91103
We will take you through a recap of what we saw in the markets in 2018 and what trends we are expecting to play out in 2019
Attend this workshop and learn about:
- Market Volatility – Review 2018 and what we expect going forward
- Taxes – Discuss tax saving strategies given new tax code
- Economy – Is this the beginning of a bear market or do the bulls still have room to run?
- Interest Rates- Recap interest rate increases of 2018 and the Fed’s strategy for 2019
Planning your financial future can be complicated. We understand that every financial journey is unique and includes important personal choices that have significant consequences. That is where we excel. Partnering with our clients to provide the care, tools and experience designed to achieve their financial goals.
Guests are welcome- Dinner and Refreshments will be served
PLEASE RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ or email Tara.White@VanceWealth.com
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Thursday) 5:30 pm - 7:00 pm
Location
Flintridge Center
236 W. Mountain St. #117
Organizer
Shanele StollShanele.Stoll@vancewealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
Can not make it to this event?Change my RSVP
31jan12:00 pm1:30 pmEvent Over2019 Economic & Market UpdatePasadena - 12:00 pm
Event Details
You are invited …. 2019 Economic & Market Update Thursday, January 31st 12:00 pm Flintridge Retreat Center 236 West Mountain Street - Suite 117, Pasadena, CA 91103
more
Event Details
You are invited ….
2019 Economic & Market Update
Thursday, January 31st
12:00 pm
Flintridge Retreat Center
236 West Mountain Street – Suite 117, Pasadena, CA 91103
We will take you through a recap of what we saw in the markets in 2018 and what trends we are expecting to play out in 2019
Attend this workshop and learn about:
- Market Volatility – Review 2018 and what we expect going forward
- Taxes – Discuss tax saving strategies given new tax code
- Economy – Is this the beginning of a bear market or do the bulls still have room to run?
- Interest Rates- Recap interest rate increases of 2018 and the Fed’s strategy for 2019
Planning your financial future can be complicated. We understand that every financial journey is unique and includes important personal choices that have significant consequences. That is where we excel. Partnering with our clients to provide the care, tools and experience designed to achieve their financial goals.
Guests are welcome- Lunch and Refreshments will be served
PLEASE RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ or email Tara.White@VanceWealth.com
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Thursday) 12:00 pm - 1:30 pm
Location
Flintridge Center
236 W. Mountain St. #117
Organizer
Shanele StollShanele.Stoll@vancewealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
Can not make it to this event?Change my RSVP
30jan5:30 pm7:00 pmEvent Over2019 Economic & Market UpdateSanta Clarita - 5:30 pm
Event Details
You are invited …. 2019 Economic & Market Update Wednesday, January 30th 5:30pm Santa Clarita Office 26491 Summit Circle, Santa Clarita, CA 91350 We will
more
Event Details
You are invited ….
2019 Economic & Market Update
Wednesday, January 30th
5:30pm
Santa Clarita Office
26491 Summit Circle, Santa Clarita, CA 91350
We will take you through a recap of what we saw in the markets in 2018 and what trends we are expecting to play out in 2019
Attend this workshop and learn about:
- Market Volatility – Review 2018 and what we expect going forward
- Taxes – Discuss tax saving strategies given new tax code
- Economy – Is this the beginning of a bear market or do the bulls still have room to run?
- Interest Rates- Recap interest rate increases of 2018 and the Fed’s strategy for 2019
Planning your financial future can be complicated. We understand that every financial journey is unique and includes important personal choices that have significant consequences. That is where we excel. Partnering with our clients to provide the care, tools and experience designed to achieve their financial goals.
Guests are welcome- Dinner and Refreshments will be served
PLEASE RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ or email Tara.White@VanceWealth.com
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Wednesday) 5:30 pm - 7:00 pm
Location
Vance Wealth
26491 Summit Circle
Organizer
Shanele StollShanele.Stoll@vancewealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
Can not make it to this event?Change my RSVP
30jan12:00 pm1:30 pmEvent Over2019 Economic & Market UpdateSanta Clarita - 12:00pm
Event Details
You are invited …. 2019 Economic & Market Update Wednesday, January 30th 12:00pm Santa Clarita Office 26491 Summit Circle, Santa Clarita, CA 91350 We will
more
Event Details
You are invited ….
2019 Economic & Market Update
Wednesday, January 30th
12:00pm
Santa Clarita Office
26491 Summit Circle, Santa Clarita, CA 91350
We will take you through a recap of what we saw in the markets in 2018 and what trends we are expecting to play out in 2019
Attend this workshop and learn about:
- Market Volatility – Review 2018 and what we expect going forward
- Taxes – Discuss tax saving strategies given new tax code
- Economy – Is this the beginning of a bear market or do the bulls still have room to run?
- Interest Rates- Recap interest rate increases of 2018 and the Fed’s strategy for 2019
Planning your financial future can be complicated. We understand that every financial journey is unique and includes important personal choices that have significant consequences. That is where we excel. Partnering with our clients to provide the care, tools and experience designed to achieve their financial goals.
Guests are welcome- Lunch and Refreshments will be served
PLEASE RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ or email Tara.White@VanceWealth.com
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Wednesday) 12:00 pm - 1:30 pm
Location
Vance Wealth
26491 Summit Circle
Organizer
Shanele StollShanele.Stoll@vancewealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
Can not make it to this event?Change my RSVP
30jan8:00 am9:30 amEvent Over2019 Economic & Market UpdateSanta Clarita - 8:00am
Event Details
You are invited …. 2019 Economic & Market Update Wednesday, January 30th 8:00am Santa Clarita Office 26491 Summit Circle, Santa Clarita, CA 91350 We will
more
Event Details
You are invited ….
2019 Economic & Market Update
Wednesday, January 30th
8:00am
Santa Clarita Office
26491 Summit Circle, Santa Clarita, CA 91350
We will take you through a recap of what we saw in the markets in 2018 and what trends we are expecting to play out in 2019
Attend this workshop and learn about:
- Market Volatility – Review 2018 and what we expect going forward
- Taxes – Discuss tax saving strategies given new tax code
- Economy – Is this the beginning of a bear market or do the bulls still have room to run?
- Interest Rates- Recap interest rate increases of 2018 and the Fed’s strategy for 2019
Planning your financial future can be complicated. We understand that every financial journey is unique and includes important personal choices that have significant consequences. That is where we excel. Partnering with our clients to provide the care, tools and experience designed to achieve their financial goals.
Guests are welcome- Breakfast and Refreshments will be served
PLEASE RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ or email Tara.White@VanceWealth.com
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Wednesday) 8:00 am - 9:30 am
Location
Vance Wealth
26491 Summit Circle
Organizer
Shanele StollShanele.Stoll@vancewealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
Can not make it to this event?Change my RSVP
10oct5:30 pm7:00 pmEvent OverTaxes in Retirement WorkshopPasadena - 5:30pm
Event Details
You are invited …. Taxes in Retirement Workshop Wednesday, October 10th , 2018 5:30 pm Flintridge Retreat Center 236 West Mountain Street, Suite 117 Pasadena CA 91103
more
Event Details
You are invited ….
Taxes in Retirement Workshop
Wednesday, October 10th , 2018
5:30 pm
Flintridge Retreat Center
236 West Mountain Street, Suite 117 Pasadena CA 91103
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income.
Attend this workshop and learn about:
- Understand the new 2018 Tax Reform Bill
- The changing rules that affect baby boomers
- Common misconceptions about taxes in retirement
- Possible tools to help develop a retirement tax plan
- Discuss strategies to maximize charitable giving and the tax benefit
- Strategies to help protect yourself against the taxation of your Social Security income
- How rising taxes may affect your retirement cash flow
Planning your financial future can be complicated. We understand that every financial journey is unique and includes important personal choices that have significant consequences. That is where we excel. Partnering with our clients to provide the care, tools and experience designed to achieve their financial goals.
Guests are welcome- Dinner and Refreshments will be served
PLEASE RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ or email Shanele.Stoll@VanceWealth.com
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Wednesday) 5:30 pm - 7:00 pm
Location
Flintridge Center
236 W. Mountain St. #117
Organizer
Shanele StollShanele.Stoll@vancewealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
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10oct12:00 pm1:30 pmEvent OverTaxes in Retirement WorkshopPasadena - 12:00pm
Event Details
You are invited …. Taxes in Retirement Workshop Wednesday, October 10th , 2018 12:00pm Flintridge Retreat Center 236 West Mountain Street, Suite 117 Pasadena CA 91103
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Event Details
You are invited ….
Taxes in Retirement Workshop
Wednesday, October 10th , 2018
12:00pm
Flintridge Retreat Center
236 West Mountain Street, Suite 117 Pasadena CA 91103
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income.
Attend this workshop and learn about:
- Understand the new 2018 Tax Reform Bill
- The changing rules that affect baby boomers
- Common misconceptions about taxes in retirement
- Possible tools to help develop a retirement tax plan
- Discuss strategies to maximize charitable giving and the tax benefit
- Strategies to help protect yourself against the taxation of your Social Security income
- How rising taxes may affect your retirement cash flow
Planning your financial future can be complicated. We understand that every financial journey is unique and includes important personal choices that have significant consequences. That is where we excel. Partnering with our clients to provide the care, tools and experience designed to achieve their financial goals.
Guests are welcome- Dinner and Refreshments will be served
PLEASE RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ or email Shanele.Stoll@VanceWealth.com
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Any opinions are those of John Vance and not necessarily those of RJFS or Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Time
(Wednesday) 12:00 pm - 1:30 pm
Location
Flintridge Center
236 W. Mountain St. #117
Organizer
Shanele StollShanele.Stoll@vancewealth.com
RSVP to event
RSVPing is closed at this time.
Please let us know if you can make it to the event.
Can not make it to this event?Change my RSVP
