Events & Workshops

We are here to educate you on the basics of retirement plans and how to implement a successful plan at your company. Enjoy Lunch & Learn optimal savings strategies, how to reduce tax liability, and what options are the best fit for you today and in the future as your company grows.

Here are some of the areas we will be discussing during the lunch and learn:

• Taxes now or taxes later (Traditional vs. Roth options)
• Optimal savings targets
• Which retirement plan is the best option for your business today?
• Which plan might be best in the future as your business grows?
• CalSavers and compliance issues

Join us to learn retirement plan basics as well as some complex plan design options.

 

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Vance Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on if we want to ensure our family’s taken care of now and in the future. That’s why the team at Vance Wealth wants to help you prepare for the what-ifs, worst cases and tough eventualities.

During this workshop, our trusted advisors will provide the care, knowledge and tools you need to secure your online information from current risk, as well as protect that information for generations to come. We will cover common cyber security threats and practices, so you can feel confident today. Then we’ll show you how to protect your legacy, so you can have trust in the future.

Safeguarding your legacy is so much more than passing on financial information; it includes your health wishes, vital legal documents, financial information, and even the recipes and stories passed down from generation to generation. You’ll learn:

• How to protect yourself against email hacking, phishing scams, wire transfer fraud and more
• Tips and tricks to spot common security issues you may not even know about
• How to organize and safeguard your information through a program called Everplans
• How we can help protect your information online and for generations to come
• Bonus: Shred your old financial documents! (Here’s what to bring!)

We want to help you establish a plan for today with a vision of tomorrow. Let us help protect your family against the toughest of times, so we can empower you into the best of times.

Thursday, October 3^rd 2019

 5:30pm- 7:00pm

Flintridge Retreat Center

236 W. Mountain St. #117

Pasadena, CA 91103

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.

We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on if we want to ensure our family’s taken care of now and in the future. That’s why the team at Vance Wealth wants to help you prepare for the what-ifs, worst cases and tough eventualities.

During this workshop, our trusted advisors will provide the care, knowledge and tools you need to secure your online information from current risk, as well as protect that information for generations to come. We will cover common cyber security threats and practices, so you can feel confident today. Then we’ll show you how to protect your legacy, so you can have trust in the future.

Safeguarding your legacy is so much more than passing on financial information; it includes your health wishes, vital legal documents, financial information, and even the recipes and stories passed down from generation to generation. You’ll learn:

• How to protect yourself against email hacking, phishing scams, wire transfer fraud and more
• Tips and tricks to spot common security issues you may not even know about
• How to organize and safeguard your information through a program called Everplans
• How we can help protect your information online and for generations to come
• Bonus: Shred your old financial documents! (Here’s what to bring!)

We want to help you establish a plan for today with a vision of tomorrow. Let us help protect your family against the toughest of times, so we can empower you into the best of times.

Thursday, October 3^rd 2019

 12:00pm-1:30pm

Flintridge Retreat Center

236 W. Mountain St. #117

Pasadena, CA 91103

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.

We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on if we want to ensure our family’s taken care of now and in the future. That’s why the team at Vance Wealth wants to help you prepare for the what-ifs, worst cases and tough eventualities.

During this workshop, our trusted advisors will provide the care, knowledge and tools you need to secure your online information from current risk, as well as protect that information for generations to come. We will cover common cyber security threats and practices, so you can feel confident today. Then we’ll show you how to protect your legacy, so you can have trust in the future.

Safeguarding your legacy is so much more than passing on financial information; it includes your health wishes, vital legal documents, financial information, and even the recipes and stories passed down from generation to generation. You’ll learn:

• How to protect yourself against email hacking, phishing scams, wire transfer fraud and more
• Tips and tricks to spot common security issues you may not even know about
• How to organize and safeguard your information through a program called Everplans
• How we can help protect your information online and for generations to come
• Bonus: Shred your old financial documents! (Here’s what to bring!)

We want to help you establish a plan for today with a vision of tomorrow. Let us help protect your family against the toughest of times, so we can empower you into the best of times.

Wednesday, September 25th 2019

5:30pm -7:00pm

Santa Clarita Office

26491 Summit Circle

Santa Clarita, CA 91350

Please RSVP – Seating is limited – 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.

We do so much to protect our families every day. We want them to be ok — no matter what. But life is complicated, and there’s so much to pass on if we want to ensure our family’s taken care of now and in the future. That’s why the team at Vance Wealth wants to help you prepare for the what-ifs, worst cases and tough eventualities.

During this workshop, our trusted advisors will provide the care, knowledge and tools you need to secure your online information from current risk, as well as protect that information for generations to come. We will cover common cyber security threats and practices, so you can feel confident today. Then we’ll show you how to protect your legacy, so you can have trust in the future.

Safeguarding your legacy is so much more than passing on financial information; it includes your health wishes, vital legal documents, financial information, and even the recipes and stories passed down from generation to generation. You’ll learn:

• How to protect yourself against email hacking, phishing scams, wire transfer fraud and more
• Tips and tricks to spot common security issues you may not even know about
• How to organize and safeguard your information through a program called Everplans
• How we can help protect your information online and for generations to come
• Bonus: Shred your old financial documents! (Here’s what to bring!)

We want to help you establish a plan for today with a vision of tomorrow. Let us help protect your family against the toughest of times, so we can empower you into the best of times.

Wednesday, September 25th 2019

12:00pm- 1:30pm

Santa Clarita Office

26491 Summit Circle

Santa Clarita, CA 91350

Please RSVP – Seating is limited – Lunch 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.

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.

Thursday, May 23^rd 2019

12:00 p.m. – or – 5:30 p.m.

Flintridge Retreat Center

236 W. Mountain St. #117

Pasadena, CA 91103

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

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.

Thursday, May 23^rd 2019

12:00 p.m. – or – 5:30 p.m.

Flintridge Retreat Center

236 W. Mountain St. #117

Pasadena, CA 91103

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 22^nd 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.

You are invited ….
2019 Economic & Market Update

Thursday, January 31st
5:30pm
Flintridge Retreat Center
236 West Mountain Street – Suite 117, Pasadena, CA 91103

We will take you through a recap of what we saw in the markets in 2018 and what trends we are expecting to play out in 2019

 

Attend this workshop and learn about:

• Market Volatility – Review 2018 and what we expect going forward
• Taxes – Discuss tax saving strategies given new tax code
• Economy – Is this the beginning of a bear market or do the bulls still have room to run?
• Interest Rates- Recap interest rate increases of 2018 and the Fed’s strategy for 2019

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 ….
2019 Economic & Market Update

Thursday, January 31st
12:00 pm
Flintridge Retreat Center
236 West Mountain Street – Suite 117, Pasadena, CA 91103

We will take you through a recap of what we saw in the markets in 2018 and what trends we are expecting to play out in 2019

 

Attend this workshop and learn about:

• Market Volatility – Review 2018 and what we expect going forward
• Taxes – Discuss tax saving strategies given new tax code
• Economy – Is this the beginning of a bear market or do the bulls still have room to run?
• Interest Rates- Recap interest rate increases of 2018 and the Fed’s strategy for 2019

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 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.