We are a fiduciary firm!

(818) 887-6443

[email protected]

20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

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Top IRA and 401(k) Mistakes Seminar

March 27 @ 2:00 pm - 3:00 pm

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.


March 27
2:00 pm - 3:00 pm


Providence Financial and Insurance Services, Inc.
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Buena Vista Public Library
300 N. Buena Vista St.
Burbank, CA 91501 United States
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