Events & Workshops

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 23^rd 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.

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 23^rd 2019

12:00 p.m. – or – 5:30 p.m.

Flintridge Retreat Center

236 W. Mountain St. #117

Pasadena, CA 91103

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 22^nd 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.

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.

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.

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.

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.

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.

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.

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.