august, 2018

08aug12:00 pm2:00 pmEvent OverRetirement Wellness WorkshopPasadena - 12:00


Event Details

You are invited to attend our….
Retirement Wellness Workshop

Wednesday, August 8th , 2018
12:00 p.m. – or – 5:30 p.m.
Flintridge Retreat Center
236 West Mountain Street, Suite 117
Pasadena, CA 91103

Retirement Planning should focus on more than just money. Join us for a discussion on healthy living and financial security. Get answers to the following questions:

  • Do I have the capacity to absorb financial shock?
  • Am I on track to meet my financial goals?
  • In retirement, will I have the freedom to make the choices that allow me to enjoy life?
  • Can I afford to retire? Am I prepared to turn off my paycheck?
  • How will interest rates and inflation impact me?
  • Asset Location – What are the most tax effective ways to save and spend my money?
  • What are the five elements to ensure Retirement Wellness?

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 required to achieve their financial goals.

Guests are welcome- Lunch/Dinner and Refreshments will be served
Please RSVP: or you can email or call 661/430-0976

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.


(Wednesday) 12:00 pm - 2:00 pm


Flintridge Center

236 W. Mountain St. #117



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