Retirement Wellness Workshop

20jun12:00 pm2:00 pmRetirement Wellness WorkshopSanta Clarita - 12:00

Event Details

You are invited to attend our….
Retirement Wellness Workshop

Wednesday, June 20th, 2018
12:00 p.m. – or – 5:30 p.m.
Our New Santa Clarita Office
26491 Summit Circle, Santa Clarita, CA 91350

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 [email protected] 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.


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June 20, 2018 12:00 pm - 2:00 pm(GMT+00:00)


Vance Wealth

26491 Summit Circle

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