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  • About the Host
  • About the Show
    • Listen To Previous Shows Here
  • Podcast
  • Providence Financial
  • Anthony Saccaro Law
  • Resources
    • A Message from the Host
    • Retirement Reports
    • Important Financial Links
    • So You’re Retired – Now What?
    • Retirement Expenses
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12 events found.

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  • June 2025

  • Tue 10

    Social Security Seminar – Zachary Gunderson, Fiduciary Investment Advisor

    June 10, 2025 @ 2:00 pm - 3:30 pm
    Simi Valley Public Library 2969 Tapo Canyon Rd., Simi Valley, CA, 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…

  • Wed 11

    Required Minimum Distribution Seminar – Lorraine Grossman, Fiduciary Investment Advisor

    June 11, 2025 @ 2:00 pm - 3:30 pm
    Agoura Hills Recreation Center 29900 Ladyface Ct., Agoura Hills, CA, United States

    Learning how to avoid costly mistakes may be your best investment!  Find Out How the Current Administration Could Impact Your Retirement Accounts New Tax Laws and recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial; however, you must make sure…

  • Thu 12

    Social Security Updates You Need to Know: Stay Informed and Secure Your Benefits

    June 12, 2025 @ 6:30 pm - 7:30 pm

    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…

  • Tue 17

    Required Minimum Distribution Seminar – Lorraine Grossman, Fiduciary Investment Advisor

    June 17, 2025 @ 2:00 pm - 3:30 pm
    Agoura Hills Recreation Center 29900 Ladyface Ct., Agoura Hills, CA, United States

    Learning how to avoid costly mistakes may be your best investment!  Find Out How the Current Administration Could Impact Your Retirement Accounts New Tax Laws and recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial; however, you must make sure…

  • July 2025

  • Tue 1

    RMD Rules and Tax Strategies: Maximize Your Retirement Savings – Webinar with Anthony Saccaro, ChFC, Esq.

    July 1, 2025 @ 6:30 pm - 7:30 pm

    Learning how to avoid costly mistakes may be your best investment!  Find Out How the Current Administration Could Impact Your Retirement Accounts New Tax Laws and recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial; however, you must make sure…

  • Thu 10

    Social Security Updates You Need to Know: Stay Updated and Secure Your Benefits – Webinar with Anthony Saccaro, ChFC, Esq.

    July 10, 2025 @ 6:30 pm - 7:30 pm

    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…

  • Thu 17

    Social Security Updates You Need to Know: Stay Updated and Secure Your Benefits – Webinar with Anthony Saccaro, ChFC, Esq.

    July 17, 2025 @ 6:30 pm - 7:30 pm

    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…

  • Thu 24

    Social Security Updates You Need to Know: Stay Updated and Secure Your Benefits – Webinar with Anthony Saccaro, ChFC, Esq.

    July 24, 2025 @ 6:30 pm - 7:30 pm

    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…

  • Thu 31

    Social Security Updates You Need to Know: Stay Updated and Secure Your Benefits – Webinar with Anthony Saccaro, ChFC, Esq.

    July 31, 2025 @ 6:30 pm - 7:30 pm

    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…

  • August 2025

  • Thu 7

    RMD Rules and Tax Strategies: Maximize Your Retirement Savings – Webinar with Anthony Saccaro, ChFC, Esq.

    August 7, 2025 @ 6:30 pm - 7:30 pm

    Learning how to avoid costly mistakes may be your best investment!  Find Out How the Current Administration Could Impact Your Retirement Accounts New Tax Laws and recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial; however, you must make sure…

  • Thu 14

    Savvy Social Security Planning: Stay Updated and Secure Your Benefits – Webinar with Anthony Saccaro, ChFC, Esq.

    August 14, 2025 @ 6:30 pm - 7:30 pm

    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…

  • Thu 21

    Thriving in Retirement: 10 Mistakes to Avoid – Webinar with Anthony Saccaro, ChFC, Esq.

    August 21, 2025 @ 6:30 pm - 7:30 pm

    Is Your Retirement on Track? Find out what you may be overlooking: - 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…

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