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

30jan8:00 am9:30 am2019 Economic & Market UpdateSanta Clarita - 8:00am

30jan12:00 pm1:30 pm2019 Economic & Market UpdateSanta Clarita - 12:00pm

30jan5:30 pm7:00 pm2019 Economic & Market UpdateSanta Clarita - 5:30 pm

31jan12:00 pm1:30 pm2019 Economic & Market UpdatePasadena - 12:00 pm

31jan5:30 pm7:00 pm2019 Economic & Market UpdatePasadena - 5:30 pm

 

Past Events

10oct5:30 pm7:00 pmEvent OverTaxes in Retirement WorkshopPasadena - 5:30pm

10oct12:00 pm1:30 pmEvent OverTaxes in Retirement WorkshopPasadena - 12:00pm

12sep5:30 pm7:00 pmEvent OverTaxes in Retirement WorkshopSanta Clarita - 5:30pm

12sep12:00 pm1:30 pmNo more spaces leftTaxes in Retirement WorkshopSanta Clarita - 12:00pm

12sep9:00 am10:30 amEvent OverTaxes in Retirement WorkshopSanta Clarita - 9:00am

08aug5:30 pm7:30 pmEvent OverRetirement Wellness WorkshopPasadena - 5:30

08aug12:00 pm2:00 pmEvent OverRetirement Wellness WorkshopPasadena - 12:00

20jun5:30 pm7:30 pmEvent OverRetirement Wellness WorkshopSanta Clarita - 5:30

20jun12:00 pm2:00 pmEvent OverRetirement Wellness WorkshopSanta Clarita - 12:00

14apr4:00 pm8:00 pmEvent OverFeaturedOpen House - Spring ReceptionFeaturing · Food · Fun · Cocktails · Live Music · Friends

01mar5:30 pm7:00 pmEvent OverFINANCIALLY FIT IN 2018 Valencia - 5:30pm

01mar12:00 pm1:30 pmEvent OverFINANCIALLY FIT IN 2018 Valencia - 12:00pm

John Vance, CFP®, CDFA™ is the founder of Vance Wealth. 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.

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Our team of advisors are ready to help you acheive your goals and build your financial future.

To learn more about what we can do for you, contact us today!

888-775-0950