In the Community: Sip, Shred & Simplify365®

Football, Friends, and One Less Thing on Your List

At Vance Wealth, we know not every financial task is fun — but with the right people, even shredding paperwork can feel like a win. That’s the idea behind Sip, Shred & Simplify365®, our annual fall tradition where game day meets peace of mind.

Each year, we open the doors to our Santa Clarita office for a relaxed afternoon with clients, friends, and professional partners. There are snacks, cold drinks, and football on the big screen — but also something that makes everyone feel accomplished: the chance to securely dispose of old documents and finally check that lingering task off the list.

“It’s the easiest win of the season — football, friends, and one less thing to worry about,” shared Shanele Stoll, Sales and Marketing Manager at Vance Wealth. “But more than that, it’s a chance to slow down and connect with the people who matter most.”

What started as a simple idea to make document shredding more convenient has become one of our favorite community events of the year. Clients come by to catch up, share stories, and leave knowing they’ve done something good for both their peace of mind and their privacy.

Because clearing financial clutter might not be the most exciting play in your financial game plan — but it’s a smart one. Staying organized and protecting sensitive information are key parts of maintaining a healthy financial life. At Vance Wealth, we’re always looking for ways to make those steps easier and a little more enjoyable.

If you missed the event this year, we’d love to see you next time. We’ll bring the snacks and the shred truck — you just bring your paperwork.

Simplify. Connect. Celebrate. That’s what Sip, Shred & Simplify365® is all about.

Vance Wealth, LLC is a registered investment advisor. The information shared is for educational purposes only and not intended as financial, tax, or legal advice. Simplify365® is a registered trademark of Vance Wealth, LLC.