Events and Workshops
Click on an event listing for more information and to register for your spot. Registration in advance is recommended as space at these events are limited.
Questions? Contact Shanele Stoll at or 661/430-0976
Upcoming Events
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Past Events
10oct5:30 pm7:00 pmEvent OverTaxes in Retirement WorkshopPasadena - 5:30pm
Event Details
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
Event Details
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.
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Wednesday) 5:30 pm - 7:00 pm
10oct12:00 pm1:30 pmEvent OverTaxes in Retirement WorkshopPasadena - 12:00pm
Event Details
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
Event Details
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.
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Wednesday) 12:00 pm - 1:30 pm
12sep5:30 pm7:00 pmEvent OverTaxes in Retirement WorkshopSanta Clarita - 5:30pm
Event Details
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
Event Details
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.
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Wednesday) 5:30 pm - 7:00 pm
Location
Vance Wealth
26491 Summit Circle, Santa Clarita, CA 91350
12sep12:00 pm1:30 pmNo more spaces leftTaxes in Retirement WorkshopSanta Clarita - 12:00pm
Event Details
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
Event Details
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.
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Wednesday) 12:00 pm - 1:30 pm
Location
Vance Wealth
26491 Summit Circle, Santa Clarita, CA 91350
12sep9:00 am10:30 amEvent OverTaxes in Retirement WorkshopSanta Clarita - 9:00am
Event Details
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
Event Details
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.
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Wednesday) 9:00 am - 10:30 am
Location
Vance Wealth
26491 Summit Circle, Santa Clarita, CA 91350
08aug5:30 pm7:30 pmEvent OverRetirement Wellness WorkshopPasadena - 5:30
Event Details
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
Event Details
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.
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Wednesday) 5:30 pm - 7:30 pm
08aug12:00 pm2:00 pmEvent OverRetirement Wellness WorkshopPasadena - 12:00
Event Details
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
Event Details
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.
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Wednesday) 12:00 pm - 2:00 pm
20jun5:30 pm7:30 pmEvent OverRetirement Wellness WorkshopSanta Clarita - 5:30
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
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 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.
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Wednesday) 5:30 pm - 7:30 pm
Location
Vance Wealth
26491 Summit Circle, Santa Clarita, CA 91350
20jun12:00 pm2:00 pmEvent OverRetirement 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
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 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.
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Wednesday) 12:00 pm - 2:00 pm
Location
Vance Wealth
26491 Summit Circle, Santa Clarita, CA 91350
Event Details
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
Event Details
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/
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Saturday) 4:00 pm - 8:00 pm
Location
Vance Wealth
26491 Summit Circle, Santa Clarita, CA 91350
01mar5:30 pm7:00 pmEvent OverFINANCIALLY FIT IN 2018 Valencia - 5:30pm
Event Details
JOIN US FOR OUR ANNUAL ECONOMIC AND MARKET UPDATE! We will take you through a recap of what we saw in the markets in 2017 and what trends we are expecting
Event Details
JOIN US FOR OUR ANNUAL ECONOMIC AND MARKET UPDATE!
We will take you through a recap of what we saw in the markets in 2017 and what trends we are expecting to play out in 2018 and beyond.
ADDITIONALLY, WE WILL SPEND TIME DISCUSSING:
- Tax Reform
- Understand how this will impact your taxes in 2018 and beyond.
- How will the $10,000 limit on the state income and property taxes impact you?
- Business Owners – how will the new pass through tax rules impact you?
- Investment Review – 2017 was a banner year. Is now the time to rebalance and make sure your portfolio matches your risk tolerance and financial goals?
- Interest Rates – the Federal Reserve raised rates in December. We will discuss interest rate and inflation expectations for 2018.
GUESTS ARE WELCOME! REFRESHMENTS AND LUNCH/DINNER WILL BE SERVED
Register by Phone: 661/430-0976 or by Email: [email protected]
Please include your preferred location, date, and session time.
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Thursday) 5:30 pm - 7:00 pm PST
Location
Vance Wealth
26491 Summit Circle, Santa Clarita, CA 91350
01mar12:00 pm1:30 pmEvent OverFINANCIALLY FIT IN 2018 Valencia - 12:00pm
Event Details
JOIN US FOR OUR ANNUAL ECONOMIC AND MARKET UPDATE! We will take you through a recap of what we saw in the markets in 2017 and what trends we are expecting
Event Details
JOIN US FOR OUR ANNUAL ECONOMIC AND MARKET UPDATE!
We will take you through a recap of what we saw in the markets in 2017 and what trends we are expecting to play out in 2018 and beyond.
ADDITIONALLY, WE WILL SPEND TIME DISCUSSING:
- Tax Reform
- Understand how this will impact your taxes in 2018 and beyond.
- How will the $10,000 limit on the state income and property taxes impact you?
- Business Owners – how will the new pass through tax rules impact you?
- Investment Review – 2017 was a banner year. Is now the time to rebalance and make sure your portfolio matches your risk tolerance and financial goals?
- Interest Rates – the Federal Reserve raised rates in December. We will discuss interest rate and inflation expectations for 2018.
GUESTS ARE WELCOME! REFRESHMENTS AND LUNCH/DINNER WILL BE SERVED
Register by Phone: 661/430-0976 or by Email: [email protected]
Please include your preferred location, date, and session time.
Register for This Event
Registration is closing at
Can not make it to this event?Change my registration
Time
(Thursday) 12:00 pm - 1:30 pm PST
Location
Vance Wealth
26491 Summit Circle, Santa Clarita, CA 91350
Want to learn more about Second Saturday Events?
Click here to find Second Saturday divorce financial planning workshops hosted by Vance Wealth Group.
Raymond James does not recommend nor has reviewed or approved the products/services/information presented at the Second Saturday workshop. As such, Raymond James is not responsible for supervising any activity pertaining to these events, and is not affiliated with Second Saturday. Mr. Vance is not acting in the capacity as a registered representative of Raymond James Financial Services, Inc. during the Second Saturday workshops.
John Vance, CFP®, CDFA™ is the founder of Vance Wealth Group, Inc. He has extensive experience working with individuals and families, counseling them on their financial concerns and guiding them towards their financial goals. John is a seasoned instructor with a passion and commitment to educating clients, professionals, and members of the community. He has taught courses through Pasadena City College Extension for over 10 years, and is frequently invited to speak at seminars and workshops throughout the greater Los Angeles area. He is available to present at speaking engagements on a number of topics. Also, many presentations are available for CPE credits for licensed California CPAs! Contact our Marketing Director to learn more.
Certified Financial Planner Board of Standards Inc. owns the certification marks, CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.