Providence Financial

Providence Financial Quarterly Client, Friends & Family Webinar
2026-03-10 18:30 - 19:30 (America/Los_Angeles)
Join us for a practical, no-slides session where we will share straightforward insights about the stock market, the economy, and retirement topics that matter most to you.
If you have asked yourself:
• Am I taking too much risk for my phase of life?
• What is the Federal Reserve likely to do next?
• How might tariffs impact my portfolio?
• When should I take Social Security?
• How do required minimum distributions affect my retirement income?
This event is for Providence Financial clients, their friends, and their families. As a client, you already benefit from clarity and confidence for a peaceful, stress-free retirement. Many of your friends and loved ones may not have that same clarity. Please feel free to forward this invitation.
There is no cost or obligation to attend. It is simply an opportunity to get reliable answers to real questions.
Have a question you want covered? Add it in the registration form or reply to this email.
Seats are limited, so be sure to reserve your spot today.
CLICK HERE TO REGISTER

Savvy Social Security Planning: Stay Updated and Secure Your Benefits - Webinar with Anthony A. Saccaro, ChFC, Esq.
2026-03-12 18:30 - 19:30, 2026-04-02 18:30 - 19:30
Find out how claiming your Social Security benefits at the right time could mean an extra $100,000 over your lifetime!
New laws and proposed changes to Social Security have the potential to impact your benefits and quality of life during retirement. In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement may change. In these uncertain times certain strategies could become essential:

Benefit Eligibility: Identify the key factors and timelines for determining your Social Security eligibility.
Claiming Strategies: Discover the optimal timing and strategies for maximizing your Social Security benefits.
Spousal and Survivor Benefits: Learn how to optimize Social Security benefits for you, your spouse, and survivors.
Tax Implications: Understand how Social Security benefits impact your overall tax situation.
Adjustments and Cost-of-Living: Explore how changes in cost-of-living adjustments will affect your Social Security benefits.

This webinar will be presented by Anthony A. Saccaro, ChFC, Esq.
Attendance is FREE but registration is required.
CLICK HERE TO REGISTER

7 Most Common Mistakes Retirees Make and How to Avoid Them - Webinar with Anthony A. Saccaro, ChFC, Esq.
2026-03-19 18:30 - 19:30, 2026-04-09 18:30 - 19:30
Why this Webinar is a Must Attend:
* Avoid Costly Penalties and Taxes: Stay informed on recent RMD changes with our guidance to avoid penalties and tax issues, protecting your retirement savings.
* Stay Current with Evolving Regulations: Learn about the latest changes in regulations and rules affecting your retirement accounts to ensure you’re making the most informed decisions.
* Receive Expert Insights and Personalized Advice: Benefit from advice directly from financial experts, who can provide clarity on complex topics and answer your specific questions for better financial planning.

Agenda:

Mistake #1: Not Knowing How The New “SECURE ACTS” Impact Your Accounts
Mistake #2: Missing a Required Minimum Distribution – A Costly Error
Mistake #3: Not Properly Designating Beneficiaries – Avoid Costly Legal Issues
…and much more

This webinar will be presented by Anthony A. Saccaro, ChFC, Esq. Attendance is FREE.
CLICK HERE TO REGISTER

RMD Rules & Tax Strategies: Maximize Your Retirement Savings - Webinar with Anthony A. Saccaro, ChFC, Esq.
2026-03-26 18:30 - 19:30, 2026-04-16 18:30 - 19:30
Join us for our exclusive webinar where we reveal: Financial planning often feels like a chore—but securing your retirement shouldn’t.
We specialize in retirement planning to help you navigate the complexities of RMDs and Taxes, ensuring your long-term financial stability.
Our exclusive webinar while we discuss:

RMD Calculation: Understand how RMDs are calculated and explore any applicable exceptions.
RMD Tax Impact: Learn how RMDs affect your taxes and strategies to minimize their tax impact.
RMD Withdrawal Options: Explore your options for using RMD funds, including considerations for inheritance.
RMD Planning: Discover effective planning strategies to manage RMDs and achieve your retirement goals.
RMD Deadlines: Know when to take Required Minimum Distributions (RMDs) from your retirement accounts and the penalties for missing deadlines.

CLICK HERE TO REGISTER

Savvy Social Security Planning: Stay Updated and Secure Your Benefits - Seminar with Anthony A. Saccaro, ChFC, Esq.
2026-04-09 18:00 - 19:30, 2026-04-14 18:00 - 19:30 | Calabasas Community Center, 27040 Malibu Hills Rd., Calabasas, CA, 91301, United States
Find out how claiming your Social Security benefits at the right time could mean an extra $100,000 over your lifetime!
New laws and proposed changes to Social Security have the potential to impact your benefits and quality of life during retirement. In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement may change. In these uncertain times certain strategies could become essential:

Benefit Eligibility: Identify the key factors and timelines for determining your Social Security eligibility.
Claiming Strategies: Discover the optimal timing and strategies for maximizing your Social Security benefits.
Spousal and Survivor Benefits: Learn how to optimize Social Security benefits for you, your spouse, and survivors.
Tax Implications: Understand how Social Security benefits impact your overall tax situation.
Adjustments and Cost-of-Living: Explore how changes in cost-of-living adjustments will affect your Social Security benefits.

This seminar will be presented by Anthony A. Saccaro, ChFC, Esq.
Attendance is FREE but registration is required:
www.youRSVP.com
code: RAXSAG

RMD Rules and Tax Strategies: Maximize Your Retirement Savings - Seminar with Anthony A. Saccaro, ChFC, Esq.
2026-05-14 18:00 - 19:30 | Buena Vista Public Library, 300 N Buena Vista St., Burbank, CA, 91505, United States
Financial planning often feels like a chore – but securing your retirement shouldn’t.
We specialize in retirement planning to help you navigate the complexities of RMDs and Taxes, ensuring your long-term financial stability.
Join us for an exclusive seminar where we will discuss:

RMD Calculation: Understand how RMDs are calculated and explore any applicable exceptions.
RMD Tax Impact: Learn how RMDs affect your taxes and strategies to minimize their tax impact.
RMD Withdrawal Options: Explore your options for using RMD funds, including considerations for inheritance.
RMD Planning: Discover effective planning strategies to manage RMDs and achieve your retirement goals.
RMD Deadlines: Know when to take Required Minimum Distributions (RMDs) from your retirement accounts and the penalties for missing deadlines.

This seminar will be presented by Anthony A. Saccaro, ChFC, Esq.
Attendance is free but registration is required. Register here.

RMD Rules and Tax Strategies: Maximize Your Retirement Savings - Seminar with Lorraine Grossman, Fiduciary Investment Advisor
2026-05-21 18:00 - 19:30 | Buena Vista Public Library, 300 N Buena Vista St., Burbank, CA, 91505, United States
Financial planning often feels like a chore – but securing your retirement shouldn’t.
We specialize in retirement planning to help you navigate the complexities of RMDs and Taxes, ensuring your long-term financial stability.
Join us for an exclusive seminar where we will discuss:

RMD Calculation: Understand how RMDs are calculated and explore any applicable exceptions.
RMD Tax Impact: Learn how RMDs affect your taxes and strategies to minimize their tax impact.
RMD Withdrawal Options: Explore your options for using RMD funds, including considerations for inheritance.
RMD Planning: Discover effective planning strategies to manage RMDs and achieve your retirement goals.
RMD Deadlines: Know when to take Required Minimum Distributions (RMDs) from your retirement accounts and the penalties for missing deadlines.

This seminar will be presented by Lorraine Grossman, Fiduciary Investment Advisor.
Attendance is free but registration is required. Register here.

Savvy Social Security Planning: Stay Updated and Secure Your Benefits - Seminar with Anthony A. Saccaro, ChFC, Esq.
2026-06-16 18:00 - 19:30, 2026-06-22 18:00 - 19:30 | Studio City Branch Library, 12511 Moorpark St, Los Angeles, 91604, United States
Find out how claiming your Social Security benefits at the right time could mean an extra $100,000 over your lifetime!
New laws and proposed changes to Social Security have the potential to impact your benefits and quality of life during retirement. In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement may change. In these uncertain times certain strategies could become essential:

Benefit Eligibility: Identify the key factors and timelines for determining your Social Security eligibility.
Claiming Strategies: Discover the optimal timing and strategies for maximizing your Social Security benefits.
Spousal and Survivor Benefits: Learn how to optimize Social Security benefits for you, your spouse, and survivors.
Tax Implications: Understand how Social Security benefits impact your overall tax situation.
Adjustments and Cost-of-Living: Explore how changes in cost-of-living adjustments will affect your Social Security benefits.

This seminar will be presented by Anthony A. Saccaro, ChFC, Esq.
Attendance is FREE but registration is required. Click here to register.

Savvy Social Security Planning: Stay Updated and Secure Your Benefits - Seminar with Anthony A. Saccaro, ChFC, Esq.
2026-07-02 18:00 - 19:30, 2026-07-07 18:00 - 19:30 | Stevenson Ranch Public Library, 25950 The Old Road, Stevenson Ranch, CA, 91381, United States

RMD Rules and Tax Strategies: Maximize Your Retirement Savings - Seminar with Anthony A. Saccaro, ChFC, Esq.
2026-08-20 18:00 - 19:30, 2026-08-25 18:00 - 19:30 | Calabasas Community Center, 27040 Malibu Hills Rd., Calabasas, CA, 91301, United States
Financial planning often feels like a chore – but securing your retirement shouldn’t.
We specialize in retirement planning to help you navigate the complexities of RMDs and Taxes, ensuring your long-term financial stability.
Join us for an exclusive seminar where we will discuss:
RMD Calculation: Understand how RMDs are calculated and explore any applicable exceptions.
RMD Tax Impact: Learn how RMDs affect your taxes and strategies to minimize their tax impact.
RMD Withdrawal Options: Explore your options for using RMD funds, including considerations for inheritance.
RMD Planning: Discover effective planning strategies to manage RMDs and achieve your retirement goals.
RMD Deadlines: Know when to take Required Minimum Distributions (RMDs) from your retirement accounts and the penalties for missing deadlines.
This seminar will be presented by Anthony A. Saccaro, ChFC, Esq.
Attendance is free but registration is required.
CLICK HERE TO REGISTER

RMD Rules and Tax Strategies: Maximize Your Retirement Savings - Seminar with Anthony A. Saccaro, ChFC, Esq.
2026-09-02 18:00 - 19:30, 2026-09-08 18:00 - 19:30 | Stevenson Ranch Public Library, 25950 The Old Road, Stevenson Ranch, CA, 91381, United States
