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Providence Financial
Providence Financial
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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
  • Events
  • Contact
12 events found.

Events

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  • September 2024

  • Mon 30

    Surviving Retirement Dinner Seminar – Lorraine Grossman, Fiduciary Investment Advisor

    September 30, 2024 @ 6:30 pm - 8:30 pm
    Morton's The Steakhouse 3400 West Olive Ave, Burbank, CA, United States

    Are you concerned about the Financial Market Forecast? Learn how to recover, where to invest, and how to create income. This informational meal event is for area residents 56 and…

  • October 2024

  • Tue 1

    Required Minimum Distribution Webinar – Zachary Gunderson, Fiduciary Investment Advisor

    October 1, 2024 @ 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…

  • Thu 10

    Required Minimum Distribution Seminar – Lorraine Grossman, Fiduciary Investment Advisor

    October 10, 2024 @ 6:00 pm - 7:30 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…

  • Tue 15

    Required Minimum Distribution Seminar – Lorraine Grossman, Fiduciary Investment Advisor

    October 15, 2024 @ 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…

  • Wed 16

    Surviving Retirement Dinner Seminar – Zachary Gunderson, Fiduciary Investment Advisor

    October 16, 2024 @ 6:30 pm - 8:30 pm
    Larsen's Steakhouse Valencia 24320 Town Center Dr. Suite 130, Valencia, CA, United States

    Are you concerned about the Financial Market Forecast? Learn how to recover, where to invest, and how to create income. This informational meal event is for area residents 56 and…

  • Thu 17

    Required Minimum Distribution Seminar – Zachary Gunderson, Fiduciary Investment Advisor

    October 17, 2024 @ 2:00 pm - 3:30 pm
    Simi Valley Public Library 2969 Tapo Canyon Rd., Simi Valley, 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…

  • Mon 21

    Surviving Retirement Dinner Seminar – Zachary Gunderson, Fiduciary Investment Advisor

    October 21, 2024 @ 6:30 pm - 8:30 pm
    Larsen's Steakhouse Valencia 24320 Town Center Dr. Suite 130, Valencia, CA, United States

    Are you concerned about the Financial Market Forecast? Learn how to recover, where to invest, and how to create income. This informational meal event is for area residents 56 and…

  • Tue 22

    Required Minimum Distribution Seminar – Zachary Gunderson, Fiduciary Investment Advisor

    October 22, 2024 @ 6:00 pm - 7:30 pm
    Simi Valley Public Library 2969 Tapo Canyon Rd., Simi Valley, 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…

  • Wed 23

    Surviving Retirement Dinner Seminar – Lorraine Grossman, Fiduciary Investment Advisor

    October 23, 2024 @ 6:30 pm - 8:30 pm
    Ruth's Chris Steak House Woodland Hills 5919 Canoga Ave., Woodland Hills, CA, United States

    Are you concerned about the Financial Market Forecast? Learn how to recover, where to invest, and how to create income. This informational meal event is for area residents 56 and…

  • Tue 29

    Surviving Retirement Dinner Seminar – Lorraine Grossman, Fiduciary Investment Advisor

    October 29, 2024 @ 6:30 pm - 8:30 pm
    Ruth's Chris Steak House Woodland Hills 5919 Canoga Ave., Woodland Hills, CA, United States

    Are you concerned about the Financial Market Forecast? Learn how to recover, where to invest, and how to create income. This informational meal event is for area residents 56 and…

  • December 2024

  • Wed 4

    Social Security Webinar – Zachary Gunderson, Fiduciary Investment Advisor

    December 4, 2024 @ 6:30 pm - 7:30 pm

    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…

  • Thu 5

    Required Minimum Distribution Webinar – Lorraine Grossman, Fiduciary Investment Advisor

    December 5, 2024 @ 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…

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