Social Security Updates You Need to Know: Stay Updated and Secure Your Benefits - Webinar with Anthony Saccaro, ChFC, Esq.
2025-07-24 18:30 - 19:30, 2025-07-31 18:30 - 19:30 (America/Los_Angeles)
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

how to avoid a health care financial calamity with elevated health risks

3 timeless techniques to a more stable income amid global disruption

how to 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 Anthony A. Saccaro, ChFC, Esq. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.

RMD Rules and Tax Strategies: Maximize Your Retirement Savings - Webinar with Anthony Saccaro, ChFC, Esq.
2025-08-07 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 73. 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 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.

Savvy Social Security Planning: Stay Updated and Secure Your Benefits - Webinar with Anthony Saccaro, ChFC, Esq.
2025-08-14 18:30 - 19:30

Thriving in Retirement: 10 Mistakes to Avoid - Webinar with Anthony Saccaro, ChFC, Esq.
2025-08-21 18:30 - 19:30
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 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.
This webinar will be taught by Anthony Saccaro, ChFC, Esq.
Attendance is FREE but registration is required. Call us at (818) 887-6443 to register.

Savvy Social Security Planning: Stay Updated and Secure Your Benefits - Webinar with Anthony Saccaro, ChFC, Esq.
2025-09-04 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. Call us at (818) 887-6443 to receive your registration link.

7 Most Common Mistakes Retirees Make and How to Avoid Them - Webinar with Anthony A. Saccaro, ChFC, Esq.
2025-10-23 18:30 - 19:30, 2025-10-30 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 but registration is required. Call us at (818) 887-6443 to register.

To Be Determined - Webinar with Anthony A. Saccaro, ChFC, Esq.
2025-11-06 18:30 - 19:30, 2025-11-13 18:30 - 19:30
Our webinar is coming next week, our Subject is to be determined.

This 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.

RMD Rules & Tax Strategies: Maximize Your Retirement Savings - Webinar with Anthony A. Saccaro, ChFC, Esq.
2025-11-20 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.

7 Most Common Mistakes Made By Retirees And How To Avoid Them
2025-12-04 18:30 - 19:30, 2025-12-11 18:30 - 19:30, 2026-01-15 18:30 - 19:30, 2026-02-05 18:30 - 19:30, 2026-02-26 18:30 - 19:30
What You’ll Learn in This Must-Attend Webinar

🔴 Mistake #1: Not Knowing How The New “SECURE ACTS” Will Impact Your Retirement Accounts🔴 Mistake #2: Missing a Required Minimum Distribution🔴 Mistake #3: Not knowing the IRA / 401(k) rollover rules that could cause Immediate Taxation🔴 Mistake #4: Not knowing the secret to converting your retirement account to TAX-FREE INCOME🔴 Mistake #5: Not moving 401(k), 403(b), and TSP plans to more flexible IRAs🔴 Mistake #6: Ignoring the “I”🔴 Mistake #7: Not exploring your options and possibilities…and much more!🚀 Bonus for Attendees:✅ FREE Customized Retirement Risk Report ($2,500 value!)✅ Q&A Session with an Industry Expert

CLICK HERE TO REGISTER

Providence Financial Quarterly Client, Friends & Family Webinar
2025-12-09 18:30 - 19:30, 2026-03-10 18:30 - 19:30
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

RMD Rules & Tax Strategies: Maximize Your Retirement Savings - Webinar with Anthony A. Saccaro, ChFC, Esq.
2025-12-18 18:30 - 19:30, 2026-01-22 18:30 - 19:30, 2026-02-12 18:30 - 19:30, 2026-03-26 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 - Webinar with Anthony Saccaro, ChFC, Esq.
2026-01-08 18:30 - 19:30, 2026-01-29 18:30 - 19:30, 2026-02-19 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

Savvy Social Security Planning: Stay Updated and Secure Your Benefits - Seminar with Anthony A. Saccaro, ChFC, Esq.
2026-01-29 18:00 - 19:30, 2026-02-03 18:00 - 19:30 | Buena Vista Public Library, 300 N Buena Vista St., Burbank, CA, 91505, 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 Saccaro, ChFC, Esq.
Attendance is FREE but registration is required. Call us at (818) 887-6443 to register.

RMD Rules and Tax Strategies: Maximize Your Retirement Savings - Seminar with Anthony A. Saccaro, ChFC, Esq.
2026-03-03 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. Call us at (818) 887-6443 to secure your spot.

Savvy Social Security Planning: Stay Updated and Secure Your Benefits - Webinar with Anthony A. Saccaro, ChFC, Esq.
2026-03-12 18:30 - 19:30

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
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
