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DTSTART;TZID=America/Los_Angeles:20260226T180000
DTEND;TZID=America/Los_Angeles:20260226T193000
DTSTAMP:20260421T094233
CREATED:20260121T214132Z
LAST-MODIFIED:20260217T231923Z
UID:10184-1772128800-1772134200@providencefinancialinc.com
SUMMARY:RMD Rules and Tax Strategies: Maximize Your Retirement Savings - Seminar with Anthony A. Saccaro\, ChFC\, Esq.
DESCRIPTION:[vc_row][vc_column][vc_column_text css=””]Financial planning often feels like a chore – but securing your retirement shouldn’t. \nWe specialize in retirement planning to help you navigate the complexities of RMDs and Taxes\, ensuring your long-term financial stability. \nJoin us for an exclusive seminar where we will discuss: \n\nRMD Calculation: Understand how RMDs are calculated and explore any applicable exceptions.\nRMD Tax Impact: Learn how RMDs affect your taxes and strategies to minimize their tax impact.\nRMD Withdrawal Options: Explore your options for using RMD funds\, including considerations for inheritance.\nRMD Planning: Discover effective planning strategies to manage RMDs and achieve your retirement goals.\nRMD Deadlines: Know when to take Required Minimum Distributions (RMDs) from your retirement accounts and the penalties for missing deadlines.\n\nThis seminar will be presented by Anthony A. Saccaro\, ChFC\, Esq. \nAttendance is free but registration is required. Call us at (818) 887-6443 to secure your spot.[/vc_column_text][/vc_column][/vc_row]
URL:https://providencefinancialinc.com/event/rmd-rules-and-tax-strategies-maximize-your-retirement-savings-seminar-with-anthony-a-saccaro-chfc-esq/
LOCATION:Simi Valley Public Library\, 2969 Tapo Canyon Road\, Simi Valley\, CA\, 93063\, United States
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ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
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DTSTART;TZID=America/New_York:20260226T183000
DTEND;TZID=America/New_York:20260226T193000
DTSTAMP:20260421T094233
CREATED:20260206T092545Z
LAST-MODIFIED:20260206T092545Z
UID:10238-1772130600-1772134200@providencefinancialinc.com
SUMMARY:7 Most Common Mistakes Retirees Make and How to Avoid Them - Webinar with Anthony A. Saccaro\, ChFC\, Esq.
DESCRIPTION:[vc_row][vc_column][vc_column_text css=””] \n\n\nWhy this Webinar is a Must Attend: \n* Avoid Costly Penalties and Taxes: Stay informed on recent RMD changes with our guidance to avoid penalties and tax issues\, protecting your retirement savings. \n* Stay Current with Evolving Regulations: Learn about the latest changes in regulations and rules affecting your retirement accounts to ensure you’re making the most informed decisions. \n* Receive Expert Insights and Personalized Advice: Benefit from advice directly from financial experts\, who can provide clarity on complex topics and answer your specific questions for better financial planning. \n\n\n\nAgenda:\n\nMistake #1: Not Knowing How The New “SECURE ACTS” Impact Your Accounts\nMistake #2: Missing a Required Minimum Distribution – A Costly Error\nMistake #3: Not Properly Designating Beneficiaries – Avoid Costly Legal Issues\n…and much more\n\nThis webinar will be presented by Anthony A. Saccaro\, ChFC\, Esq. Attendance is FREE. \nCLICK HERE TO REGISTER[/vc_column_text][/vc_column][/vc_row]
URL:https://providencefinancialinc.com/event/7-most-common-mistakes-retirees-make-and-how-to-avoid-them-webinar-with-anthony-a-saccaro-chfc-esq-7/
LOCATION:CA
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ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
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