Events & Workshops

2020 Economic & Market Update

We will take you through a recap of what we saw in the markets in 2019 and what trends we are expecting to play out in 2020 and beyond.

We will spend time discussing:

• Election year- what does this typically mean for the markets?
• Tax related issues
• Economy – How healthy is our economy? Are we on the verge of a recession?
• Interest Rates – what are the Federal Reserve’s plans for 2020?
• 2020 – A new decade of prosperity?

• Bonus: 10 year outlook! So excited for our future!

 

January 23nd – 11:30am

Vance Wealth

26491 Summit Circle

Santa Clarita, CA 91103

Please RSVP – Seating is limited

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.

2020 Economic & Market Update

We will take you through a recap of what we saw in the markets in 2019 and what trends we are expecting to play out in 2020 and beyond.

We will spend time discussing:

• Election year- what does this typically mean for the markets?
• Tax related issues
• Economy – How healthy is our economy? Are we on the verge of a recession?
• Interest Rates – what are the Federal Reserve’s plans for 2020?
• 2020 – A new decade of prosperity?

• Bonus: 10 year outlook! So excited for our future!

 

January 22nd – 5:30pm

Vance Wealth

26491 Summit Circle

Santa Clarita, 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.

2020 Economic & Market Update

We will take you through a recap of what we saw in the markets in 2019 and what trends we are expecting to play out in 2020 and beyond.

We will spend time discussing:

• Election year- what does this typically mean for the markets?
• Tax related issues
• Economy – How healthy is our economy? Are we on the verge of a recession?
• Interest Rates – what are the Federal Reserve’s plans for 2020?
• 2020 – A new decade of prosperity?

• Bonus: 10 year outlook! So excited for our future!

 

January 22nd – Noon

Vance Wealth

26491 Summit Circle

Santa Clarita, CA 91103

Please RSVP – Seating is limited

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 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.