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  • Required Minimum Distribution Seminar – Zachary Gunderson, Fiduciary Investment Advisor

    Simi Valley Public Library 2969 Tapo Canyon Road, Simi Valley, 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 […]

  • Required Minimum Distribution Seminar – Zachary Gunderson, Fiduciary Investment Advisor

    Simi Valley Public Library 2969 Tapo Canyon Road, Simi Valley, 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 […]

  • Surviving Retirement Dinner Seminar – Lorraine Grossman, Fiduciary Investment Advisor

    Paul Martin's American Grill 100 South Westlake Blvd., Westlake Village, 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 older who are retired orplanning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary meal limmediately after the presentation. […]

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