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Events for November 13, 2019

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6:30 pm

Social Security Seminar

November 13 @ 6:30 pm - 8:00 pm
Agoura Hills Recreation Center, 29900 Ladyface Court
Agoura Hills, CA 91301 United States
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2019 is turning out to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out […]

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Past Events


Required Minimum Distribution Seminar

If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required Minimum Distributions (RMD’s). Suddenly, a portion of your tax-deferred savings will be taxable again and the impact on your portfolio could be significant if you’re […]

Find out more »
Agoura Hills Recreation Center, 29900 Ladyface Court
Agoura Hills, CA 91301 United States
+ Google Map

Required Minimum Distribution Seminar

If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required Minimum Distributions (RMD’s). Suddenly, a portion of your tax-deferred savings will be taxable again and the impact on your portfolio could be significant if you’re […]

Find out more »
Agoura Hills Recreation Center, 29900 Ladyface Court
Agoura Hills, CA 91301 United States
+ Google Map

Required Minimum Distribution Seminar

If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required Minimum Distributions (RMD’s). Suddenly, a portion of your tax-deferred savings will be taxable again and the impact on your portfolio could be significant if you’re […]

Find out more »
Northridge Public Library, 9051 Darby Avenue
Nothridge, CA 91325 United States
+ Google Map

Required Minimum Distribution Seminar

If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required Minimum Distributions (RMD’s). Suddenly, a portion of your tax-deferred savings will be taxable again and the impact on your portfolio could be significant if you’re […]

Find out more »
Northridge Public Library, 9051 Darby Avenue
Nothridge, CA 91325 United States
+ Google Map

Social Security Seminar

This seminar will answer questions such as: - when do I have to take my Social Security? - is it better to wait to collect Social Security until later in life? - how much tax liability will it create? - what Social Security benefits are available to married couples? The seminar is FREE to the […]

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Woodland Hills Public Library, 22200 Ventura Blvd.
Woodland Hills, CA 91364 United States
+ Google Map

Social Security Seminar

2019 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out […]

Find out more »
Woodland Hills Public Library, 22200 Ventura Blvd.
Woodland Hills, CA 91364 United States
+ Google Map

Social Security Seminar

2019 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out […]

Find out more »
Agoura Hills Recreation Center, 29900 Ladyface Court
Agoura Hills, CA 91301 United States
+ Google Map

IRA Seminar

Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until it’s too late. Please join Anthony Saccaro, ChFC, J.D., Esq., for a presentation especially for retirees or those retiring soon. You will learn specific strategies […]

Find out more »
Buena Vista Public Library, 300 N. Buena Vista St.
Burbank, CA 91501 United States
+ Google Map

Social Security Seminar

2019 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out […]

Find out more »
Agoura Hills Recreation Center, 29900 Ladyface Court
Agoura Hills, CA 91301 United States
+ Google Map

IRA Seminar

Many people contribute to their IRAs, 401(k)s and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them – until it’s too late. Please join Anthony Saccaro, ChFC, J.D., Esq., for a presentation especially for retirees or those retiring soon. You will learn specific strategies […]

Find out more »
Buena Vista Public Library, 300 N. Buena Vista St.
Burbank, CA 91501 United States
+ Google Map
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