september, 2018

12sep9:00 am10:30 amEvent OverTaxes in Retirement WorkshopSanta Clarita - 9:00am

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Event Details

You are invited ….
Taxes in Retirement Workshop

Wednesday, September 12th , 2018
9:00am
Santa Clarita Office
26491 Summit Circle, Santa Clarita, CA 91350

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- Breakfast 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) 9:00 am - 10:30 am

Location

Vance Wealth

26491 Summit Circle

Organizer

Shanele StollShanele.Stoll@vancewealth.com

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