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 30th

 5:30pm- 7:00pm

Flintridge Retreat Center

236 W. Mountain St. #117

Pasadena, 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 30th – Noon

Flintridge Retreat Center

236 W. Mountain St. #117

Pasadena, 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 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.