Required Minimum Distribution Seminar - Lorraine Grossman, Fiduciary Investment Advisor
2024-04-24 14:00 - 15:30, 2024-04-30 18:00 - 19:30 (America/Los_Angeles) | Agoura Hills Recreation Center, 29900 Ladyface Ct., Agoura Hills, CA, 91301, 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 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 seminar 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 - Alev Kilic, Fiduciary Investment Advisor
2024-05-02 18:00 - 19:30, 2024-05-07 14:00 - 15:30 | Northridge Public Library, 9051 Darby Ave., Northridge, CA, 91325, 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

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 seminar will be presented by Alev Kilic, Fiduciary Investment Advisor. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.

Social Security Seminar - Zachary Gunderson, Fiduciary Investment Advisor
2024-05-02 18:00 - 19:30, 2024-05-09 18:00 - 19:30, 2024-06-25 18:00 - 19:30, 2024-06-27 18:30 - 20:00, 2024-07-11 18:00 - 19:30, 2024-07-16 18:00 - 19:30 | Stevenson Ranch Public Library, 25950 The Old Road, Stevenson Ranch, CA, 91381, 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

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

Social Security Seminar - Lorraine Grossman, Fiduciary Investment Advisor
2024-05-16 18:00 - 19:30, 2024-05-21 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

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 seminar 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 - Zachary Gunderson, Fiduciary Investment Advisor
2024-05-16 18:30 - 19:30, 2024-06-08 10:00 - 11:00, 2024-06-22 10:00 - 11:00
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.
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.

Social Security Webinar - Anthony A. Saccaro, ChFC, Esq.
2024-05-21 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

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 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.

Required Minimum Distribution Webinar - Alev Kilic, Fiduciary Investment Advisor
2024-05-23 18:30 - 19:30, 2024-06-13 18:30 - 19:30, 2024-06-20 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.

Social Security Webinar - Lorraine Grossman, Fiduciary Investment Advisor
2024-06-11 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 - Alev Kilic, Fiduciary Investment Advisor
2024-06-18 14:00 - 15:30, 2024-06-26 18:00 - 19:30 | Buena Vista Public Library, 300 N Buena Vista St., Burbank, CA, 91505, United States

Required Minimum Distribution Webinar - Lorraine Grossman, Fiduciary Investment Advisor
2024-06-18 18:30 - 19:30, 2024-06-25 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.

Social Security Seminar - Lorraine Grossman, Fiduciary Investment Advisor
2024-07-10 14:00 - 15:30, 2024-07-18 18:00 - 19:30 | Calabasas Community Center, 27040 Malibu Hills Rd., Calabasas, CA, 91301, United States

Social Security Seminar - Zachary Gunderson, Fiduciary Investment Advisor
2024-07-17 18:00 - 19:30 | Simi Valley Public Library, 2969 Tapo Canyon Rd., Simi Valley, CA, 93063, United States

Social Security Seminar - Lorraine Grossman, Fiduciary Investment Advisor
2024-07-23 18:00 - 19:30 | Simi Valley Public Library, 2969 Tapo Canyon Rd., Simi Valley, CA, 93063, United States

Required Minimum Distribution Seminar - Zachary Gunderson, Fiduciary Investment Advisor
2024-07-24 14:00 - 15:30 | Stevenson Ranch Public Library, 25950 The Old Road, Stevenson Ranch, CA, 91381, 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 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 seminar will be presented by Zachary Gunderson, Fiduciary Investment Advisor. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.

Required Minimum Distribution Seminar - Lorraine Grossman, Fiduciary Investment Advisor
2024-07-25 14:00 - 15:30 | Buena Vista Public Library, 300 N Buena Vista St., Burbank, CA, 91505, United States
