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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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  • October 2024

  • 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…

  • 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…

  • Tue 10

    Social Security Webinar – Zachary Gunderson, Fiduciary Investment Advisor

    December 10, 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…

  • Thu 12

    Required Minimum Distribution Webinar – Lorraine Grossman, Fiduciary Investment Advisor

    December 12, 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…

  • Tue 17

    Required Minimum Distribution Webinar – Lorraine Grossman, Fiduciary Investment Advisor

    December 17, 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 19

    Social Security Webinar – Zachary Gunderson, Fiduciary Investment Advisor

    December 19, 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…

  • January 2025

  • Tue 7

    Social Security Webinar – Lorraine Grossman, Fiduciary Investment Advisor

    January 7, 2025 @ 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…

  • Sat 11

    Required Minimum Distribution Webinar – Zachary Gunderson, Fiduciary Investment Advisor

    January 11, 2025 @ 10:00 am - 11:00 am

    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…

  • Tue 14

    Social Security Webinar – Zachary Gunderson, Fiduciary Investment Advisor

    January 14, 2025 @ 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 16

    Required Minimum Distribution Seminar – Lorraine Grossman, Fiduciary Investment Advisor

    January 16, 2025 @ 6:00 pm - 7:30 pm
    Buena Vista Public Library 300 N Buena Vista St., Burbank, 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…

  • Tue 21

    Required Minimum Distribution Seminar – Lorraine Grossman, Fiduciary Investment Advisor

    January 21, 2025 @ 2:00 pm - 3:30 pm
    Buena Vista Public Library 300 N Buena Vista St., Burbank, 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…

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