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 [email protected]

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 [email protected]

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 [email protected]

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, September 12th , 2018
5:30pm
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- Dinner and Refreshments will be served
PLEASE RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ or email [email protected]

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, September 12th , 2018
12:00 p.m.
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- Lunch/Dinner and Refreshments will be served
PLEASE RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ or email [email protected]

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 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 RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ 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.

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 RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ 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.

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 RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ 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.

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 RESPOND PROMPTLY AS SEATING IS LIMITED
Please RSVP: vancewealth.com/calendar/ 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.

When:
Saturday April 14th
4:00pm-8:00pm
Ribbon Cutting Ceremony at 5:00pm
Where:
Vance Wealth
26491 Summit Circle, Santa Clarita, CA 91350
Why:
To celebrate our new office and thank our loyal clients, many who have been with us for over 15 years!
Please RSVP by April 9th
[email protected]
661/430-0976
Online: https://vancewealth.com/calendar/