Providence Financial

Social Security Webinar
2023-09-07 18:30 - 19:30 (America/Los_Angeles)
Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!

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:

how to help avoid personal disaster in the face of wild market dips

avoiding a health care financial calamity with elevated health risks

3 timeless techniques to a more stable income amid global disruption

optimize your Social Security income to help secure your income base

strategies to help prevent taxes from taking 30% of your savings

how the decisions and policies of the current administration may impact your retirement income

how to help reduce taxation on your Social Security after you start receiving your benefits

how two special claiming strategies may increase your total benefits

how married couples may avoid missing out on substantial benefits

how to receive benefits from an ex-spouse

This webinar will be presented by Lorraine Grossman, Fiduciary Investment Advisor. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.

Private Client Referral Dinner
2023-09-21 18:30 - 19:30 | Ruth’s Chris Steak House Woodland Hills, 5919 Canoga Ave., Woodland Hills, CA, 91367, United States
If you are a current Providence Financial client and would like to introduce a friend or family member to us, we have a great opportunity for you to do so! On Thursday, September 21, 2023, at 6:30 PM, we will be hosting a private Referral Dinner for any clients who would like to attend with a special guest.
Topic: “Strategic Investment Approaches in a Volatile Landscape”
Speaker: Anthony A. Saccaro, ChFC, Esq.
Location: Ruth’s Chris Steak House (6100 Topanga Canyon Blvd, Woodland Hills, CA 91367)
Call us at (818) 887-6443 to reserve a seat for you and your friend.

Social Security Webinar
2023-09-21 18:30 - 19:30
Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!

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:

how to help avoid personal disaster in the face of wild market dips

avoiding a health care financial calamity with elevated health risks

3 timeless techniques to a more stable income amid global disruption

optimize your Social Security income to help secure your income base

strategies to help prevent taxes from taking 30% of your savings

how the decisions and policies of the current administration may impact your retirement income

how to help reduce taxation on your Social Security after you start receiving your benefits

how two special claiming strategies may increase your total benefits

how married couples may avoid missing out on substantial benefits

how to receive benefits from an ex-spouse

This LIVE webinar will be presented by Lorraine Grossman, Fiduciary Investment Advisor. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.

Social Security Seminar
2023-10-12 18:00 - 19:30, 2023-10-17 18:00 - 19:30 | Agoura Hills Recreation Center, 29900 Ladyface Ct., Agoura Hills, CA, 91301, United States
Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!

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:

how to help avoid personal disaster in the face of wild market dips

avoiding a health care financial calamity with elevated health risks

3 timeless techniques to a more stable income amid global disruption

optimize your Social Security income to help secure your income base

strategies to help prevent taxes from taking 30% of your savings

how the decisions and policies of the current administration may impact your retirement income

how to help reduce taxation on your Social Security after you start receiving your benefits

how two special claiming strategies may increase your total benefits

how married couples may avoid missing out on substantial benefits

how to receive benefits from an ex-spouse

This seminar will be presented by Lorraine Grossman, Fiduciary Investment Advisor. Attendance is FREE but space is limited – call us at (818) 887-6443 to reserve your seat.

Social Security Seminar
2023-10-18 14:00 - 15:30, 2023-10-26 18:00 - 19:30 | Buena Vista Public Library, 300 N Buena Vista St., Burbank, CA, 91505, United States
Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!

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:

how to help avoid personal disaster in the face of wild market dips

avoiding a health care financial calamity with elevated health risks

3 timeless techniques to a more stable income amid global disruption

optimize your Social Security income to help secure your income base

strategies to help prevent taxes from taking 30% of your savings

how the decisions and policies of the current administration may impact your retirement income

how to help reduce taxation on your Social Security after you start receiving your benefits

how two special claiming strategies may increase your total benefits

how married couples may avoid missing out on substantial benefits

how to receive benefits from an ex-spouse

This seminar will be presented by Anthony A. Saccaro, ChFC, Esq. Attendance is FREE but space is limited – call us at (818) 887-6443 to reserve your seat.

Social Security Webinar
2023-12-07 18:30 - 19:30, 2023-12-21 18:30 - 19:30, 2024-01-25 18:30 - 19:30, 2024-03-23 10:00 - 11:00
Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!

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:

how to help avoid personal disaster in the face of wild market dips

avoiding a health care financial calamity with elevated health risks

3 timeless techniques to a more stable income amid global disruption

optimize your Social Security income to help secure your income base

strategies to help prevent taxes from taking 30% of your savings

how the decisions and policies of the current administration may impact your retirement income

how to help reduce taxation on your Social Security after you start receiving your benefits

how two special claiming strategies may increase your total benefits

how married couples may avoid missing out on substantial benefits

how to receive benefits from an ex-spouse

This LIVE webinar will be presented by Zachary Gunderson, Fiduciary Investment Advisor. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.

Estate Planning Webinar
2023-12-12 18:30 - 19:30
Are you protecting your legacy and making the transition of assets easier for your loved ones?

In a world where suddenly there is so much more uncertainty, instability and risk, securing a well-crafted estate plan is essential.

Avoidance in taking control to settling your affairs until after you go could have a long-lasting and costly impact.

Be informed – be more prepared! Join us for this complimentary presentation where you will learn:

How to review legal and tax implications, investment strategies and personal questions to help ensure your estate is set up efficiently

The importance of inventory in your tangible and intangible assets

How to properly establish your directives

Strategies needed to help ensure beneficiary all-inclusiveness

The weight in value of professional help based on your personal estate planning goals

One of the questions we hear most often from attendees is: “What else can I learn about estate planning?”

We are happy to help and that is WHY we are here.

Learn the critical foundation elements of an assured estate plan that will give you greater peace of mind, and also help guide your loved ones during difficult events. During this presentation you will also learn how to help avoid the most common estate planning mistakes, such as:

Triggering estate tax with your life insurance

Naming only one beneficiary

Forgetting about charities that are important to you

Not appointing a power of attorney or healthcare representative

Failing to assign an executor for your digital assets

DON’T MISS OUT on this one-time opportunity to learn the lesser known facts you need to prepare you and your loved ones for the future ahead.

Join us for this important NO COST live web-based presentation hosted by Anthony A. Saccaro, ChFC, Esq., and get all of your questions answered. The webinar is free but registration is required – call us at (818) 887-6443 to reserve your spot.

Required Minimum Distribution Webinar
2023-12-14 18:30 - 19:30, 2024-01-18 18:30 - 19:30, 2024-02-06 18:00 - 19:00, 2024-02-14 14:00 - 15:00
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 you are working with the most current and up-to-date information so you can help avoid costly mistakes.
MAKE SURE YOU UNDERSTAND THE NEW LAW!
As of 2022, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 72. The new provisions can be complex, with unforgiving consequences. If you make one small error, you and/or your heirs could be hit with severe penalties. This presentation will bring clarity to how the new changes impact your retirement and how to help avoid IRS problems.
TOPICS COVERED WILL INCLUDE:
• What is an RMD, and why are millions of Americans caught off guard?
• Strategies for dealing with New Capital Gains Tax Rates
• Income Strategies in today’s low interest rate environment
• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?
• How to help calculate your RMDs considering the new law
• How the age change and the timing for RMD withdrawals could affect you
• Whether Roth conversions make sense considering the latest changes
• Tax-Saving Strategies under the current administration
• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions
Make sure your RMD strategy is optimized best for you.
Find out what you need to know to help avoid the 50% IRS penalty!
This complimentary educational event is provided as a public service and comes with no obligation.
The webinar is free but registration is required – call us at (818) 887-6443 to register.

Social Security Seminar
2024-01-16 18:00 - 19:30, 2024-01-24 18:00 - 19:30 | Buena Vista Public Library, 300 N Buena Vista St., Burbank, CA, 91505, United States
Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!

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:

how to help avoid personal disaster in the face of wild market dips

avoiding a health care financial calamity with elevated health risks

3 timeless techniques to a more stable income amid global disruption

optimize your Social Security income to help secure your income base

strategies to help prevent taxes from taking 30% of your savings

how the decisions and policies of the current administration may impact your retirement income

how to help reduce taxation on your Social Security after you start receiving your benefits

how two special claiming strategies may increase your total benefits

how married couples may avoid missing out on substantial benefits

how to receive benefits from an ex-spouse

This seminar will be presented by Zachary Gunderson, Fiduciary Investment Advisor. Attendance is FREE but space is limited – call us at (818) 887-6443 to reserve your seat.

Social Security Webinar
2024-01-18 18:30 - 19:30
Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!

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:

how to help avoid personal disaster in the face of wild market dips

avoiding a health care financial calamity with elevated health risks

3 timeless techniques to a more stable income amid global disruption

optimize your Social Security income to help secure your income base

strategies to help prevent taxes from taking 30% of your savings

how the decisions and policies of the current administration may impact your retirement income

how to help reduce taxation on your Social Security after you start receiving your benefits

how two special claiming strategies may increase your total benefits

how married couples may avoid missing out on substantial benefits

how to receive benefits from an ex-spouse

This LIVE webinar will be presented by Anthony A. Saccaro, ChFC, Esq. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.

Social Security Seminar
2024-01-25 14:00 - 15:30, 2024-01-30 18:00 - 19:30 | Simi Valley Public Library, 2969 Tapo Canyon Rd., Simi Valley, CA, 93063, United States

Top IRA and 401(k) Mistakes Webinar
2024-01-25 18:30 - 19:30
Top IRA and 401(k) Mistakes Webinar
Learn how to avoid the critical mistakes that 80% of IRA owners make!
Discover some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today:

How the current administration may impact your retirement income
How the “SECURE ACT” will impact your retirement accounts
Actions you should take now to turn crisis into opportunity
How to secure your IRA
The secret to converting your retirement account tax free income
How to have a plan that gives you guaranteed income for life
The new IRA/401(k) rollover rules that can cause immediate taxation AND
How to avoid IRA and 401K TAX TRAPS!

This LIVE webinar will be presented by Anthony A. Saccaro, ChFC, Esq. Registration is FREE but space is limited! Call us at (818) 887-6443 to register.

Social Security Seminar
2024-02-27 18:00 - 19:00, 2024-03-07 14:00 - 15:00 | Northridge Public Library, 9051 Darby Ave., Northridge, CA, 91325, United States

Top IRA and 401(k) Mistakes Webinar
2024-03-16 10:00 - 11:00
Top IRA and 401(k) Mistakes Webinar
Learn how to avoid the critical mistakes that 80% of IRA owners make!
Discover some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today:

How the current administration may impact your retirement income
How the “SECURE ACT” will impact your retirement accounts
Actions you should take now to turn crisis into opportunity
How to secure your IRA
The secret to converting your retirement account tax free income
How to have a plan that gives you guaranteed income for life
The new IRA/401(k) rollover rules that can cause immediate taxation AND
How to avoid IRA and 401K TAX TRAPS!

This LIVE webinar will be presented by Alev Kilic, Fiduciary Investment Advisor. Registration is FREE but space is limited! Call us at (818) 887-6443 to register.

Top IRA and 401(k) Mistakes Seminar
2024-03-19 18:00 - 19:00, 2024-03-27 14:00 - 15:00 | Buena Vista Public Library, 300 N Buena Vista St., Burbank, CA, 91505, United States
Top IRA and 401(k) Mistakes Seminar
Learn how to avoid the critical mistakes that 80% of IRA owners make!
Discover some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today:

How the current administration may impact your retirement income
How the “SECURE ACT” will impact your retirement accounts
Actions you should take now to turn crisis into opportunity
How to secure your IRA
The secret to converting your retirement account tax free income
How to have a plan that gives you guaranteed income for life
The new IRA/401(k) rollover rules that can cause immediate taxation AND
How to avoid IRA and 401K TAX TRAPS!

This workshop will be presented by Alev Kilic, Fiduciary Investment Advisor. Registration is FREE but space is limited! Call us at (818) 887-6443 to reserve your seat.

Required Minimum Distribution Webinar
2024-03-21 18:30 - 19:30
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 you are working with the most current and up-to-date information so you can help avoid costly mistakes.
MAKE SURE YOU UNDERSTAND THE NEW LAW!
As of 2022, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 72. The new provisions can be complex, with unforgiving consequences. If you make one small error, you and/or your heirs could be hit with severe penalties. This presentation will bring clarity to how the new changes impact your retirement and how to help avoid IRS problems.
TOPICS COVERED WILL INCLUDE:
• What is an RMD, and why are millions of Americans caught off guard?
• Strategies for dealing with New Capital Gains Tax Rates
• Income Strategies in today’s low interest rate environment
• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?
• How to help calculate your RMDs considering the new law
• How the age change and the timing for RMD withdrawals could affect you
• Whether Roth conversions make sense considering the latest changes
• Tax-Saving Strategies under the current administration
• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions
Make sure your RMD strategy is optimized best for you.
Find out what you need to know to help avoid the 50% IRS penalty!
This complimentary educational event is provided as a public service and comes with no obligation.
This LIVE webinar will be presented by Lorraine Grossman, Fiduciary Investment Advisor. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.

Required Minimum Distribution Webinar - Lorraine Grossman, Fiduciary Investment Advisor
2024-04-06 10:00 - 11:00

Required Minimum Distribution Webinar - Alev Kilic, Fiduciary Investment Advisor
2024-04-11 18:30 - 19:30
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 you are working with the most current and up-to-date information so you can help avoid costly mistakes.
MAKE SURE YOU UNDERSTAND THE NEW LAW!
As of 2022, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 72. The new provisions can be complex, with unforgiving consequences. If you make one small error, you and/or your heirs could be hit with severe penalties. This presentation will bring clarity to how the new changes impact your retirement and how to help avoid IRS problems.
TOPICS COVERED WILL INCLUDE:
• What is an RMD, and why are millions of Americans caught off guard?
• Strategies for dealing with New Capital Gains Tax Rates
• Income Strategies in today’s low interest rate environment
• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?
• How to help calculate your RMDs considering the new law
• How the age change and the timing for RMD withdrawals could affect you
• Whether Roth conversions make sense considering the latest changes
• Tax-Saving Strategies under the current administration
• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions
Make sure your RMD strategy is optimized best for you.
Find out what you need to know to help avoid the 50% IRS penalty!
This complimentary educational event is provided as a public service and comes with no obligation.
This LIVE webinar will be presented by Alev Kilic, Fiduciary Investment Advisor. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.
