may, 2019

22may5:30 pm7:00 pmTaxes in Retirement WorkshopSanta Clarita - 5:30pm

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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) 5:30 pm - 7:00 pm pst

Location

Vance Wealth

26491 Summit Circle

Organizer

Tara WhiteTara.White@VanceWealth.com

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