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DTSTART;TZID=America/New_York:20240910T180000
DTEND;TZID=America/New_York:20240910T193000
DTSTAMP:20260421T085717
CREATED:20240819T232142Z
LAST-MODIFIED:20240819T232142Z
UID:8367-1725991200-1725996600@providencefinancialinc.com
SUMMARY:Social Security Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!\n\nFind out how claiming your Social Security benefits at the right time could mean an extra $100\,000 over your lifetime!\n\n\n\nNew 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:\n\n\n\n\n\n how to help avoid personal disaster in the face of wild market dips\n\n\n how to avoid a health care financial calamity with elevated health risks\n\n\n 3 timeless techniques to a more stable income amid global disruption\n\n\n how to optimize your Social Security income to help secure your income base\n\n\n strategies to help prevent taxes from taking 30% of your savings\n\n\n how the decisions and policies of the current administration may impact your retirement income\n\n\n how to help reduce taxation on your Social Security after you start receiving your benefits\n\n\n how two special claiming strategies may increase your total benefits\n\n\n how married couples may avoid missing out on substantial benefits\n\n\n how to receive benefits from an ex-spouse\n\nThis 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.
URL:https://providencefinancialinc.com/event/social-security-seminar-zachary-gunderson-fiduciary-investment-advisor-6/
LOCATION:Stevenson Ranch Public Library\, 25950 The Old Road\, Stevenson Ranch\, CA\, 91381\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240911T180000
DTEND;TZID=America/New_York:20240911T193000
DTSTAMP:20260421T085717
CREATED:20240819T231602Z
LAST-MODIFIED:20240819T231602Z
UID:8361-1726077600-1726083000@providencefinancialinc.com
SUMMARY:Social Security Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!\n\nFind out how claiming your Social Security benefits at the right time could mean an extra $100\,000 over your lifetime!\n\n\n\nNew 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:\n\n\n\n\n\n how to help avoid personal disaster in the face of wild market dips\n\n\n how to avoid a health care financial calamity with elevated health risks\n\n\n 3 timeless techniques to a more stable income amid global disruption\n\n\n how to optimize your Social Security income to help secure your income base\n\n\n strategies to help prevent taxes from taking 30% of your savings\n\n\n how the decisions and policies of the current administration may impact your retirement income\n\n\n how to help reduce taxation on your Social Security after you start receiving your benefits\n\n\n how two special claiming strategies may increase your total benefits\n\n\n how married couples may avoid missing out on substantial benefits\n\n\n how to receive benefits from an ex-spouse\n\nThis 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.
URL:https://providencefinancialinc.com/event/social-security-seminar-lorraine-grossman-fiduciary-investment-advisor-5/
LOCATION:Simi Valley Public Library\, 2969 Tapo Canyon Road\, Simi Valley\, CA\, 93063\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240917T140000
DTEND;TZID=America/New_York:20240917T153000
DTSTAMP:20260421T085717
CREATED:20240819T231654Z
LAST-MODIFIED:20240819T231654Z
UID:8363-1726581600-1726587000@providencefinancialinc.com
SUMMARY:Social Security Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!\n\nFind out how claiming your Social Security benefits at the right time could mean an extra $100\,000 over your lifetime!\n\n\n\nNew 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:\n\n\n\n\n\n how to help avoid personal disaster in the face of wild market dips\n\n\n how to avoid a health care financial calamity with elevated health risks\n\n\n 3 timeless techniques to a more stable income amid global disruption\n\n\n how to optimize your Social Security income to help secure your income base\n\n\n strategies to help prevent taxes from taking 30% of your savings\n\n\n how the decisions and policies of the current administration may impact your retirement income\n\n\n how to help reduce taxation on your Social Security after you start receiving your benefits\n\n\n how two special claiming strategies may increase your total benefits\n\n\n how married couples may avoid missing out on substantial benefits\n\n\n how to receive benefits from an ex-spouse\n\nThis 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.
URL:https://providencefinancialinc.com/event/social-security-seminar-lorraine-grossman-fiduciary-investment-advisor-6/
LOCATION:Simi Valley Public Library\, 2969 Tapo Canyon Road\, Simi Valley\, CA\, 93063\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240924T183000
DTEND;TZID=America/New_York:20240924T203000
DTSTAMP:20260421T085717
CREATED:20240903T230648Z
LAST-MODIFIED:20240903T230648Z
UID:8372-1727202600-1727209800@providencefinancialinc.com
SUMMARY:Surviving Retirement Dinner Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Are you concerned about the Financial Market Forecast?\nLearn how to recover\, where to invest\, and how to create income. \nThis 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. \nPlease join local retirement specialist Lorraine Grossman\, Fiduciary Investment Advisor\, who will share insights on taxes\, the economy\, potential changes coming from Washington and what it all means for your retirement. Best of all\, you will leave with information designed to help you act immediately\, such as: \n– Strategies to better position your assets to help minimize inflationary and looming Bear market recession threats to your nest egg and income. \n– How to maintain your purchasing power in retirement\, despite rising inflation. \n– Ways rising inflation will impact your retirement and how to adjust NOW. \n– What safeguards you can put in place to help weather stock market volatility. \n– How to create strategies so you are less likely to outlive your assets. \n– How to help generate income and build an investment portfolio in inflationary times. \n– How do you outpace growing inflation and taxes? \nGetting a second opinion may be one of the most important financial decisions of your life. This dinner seminar is complimentary but you must call us at (818) 887-6443 to reserve your seat.
URL:https://providencefinancialinc.com/event/surviving-retirement-dinner-seminar-lorraine-grossman-fiduciary-investment-advisor-3/
LOCATION:Morton’s The Steakhouse\, 3400 West Olive Ave.\, Burbank\, CA\, 91505\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240930T183000
DTEND;TZID=America/New_York:20240930T203000
DTSTAMP:20260421T085717
CREATED:20240903T230755Z
LAST-MODIFIED:20240903T230755Z
UID:8375-1727721000-1727728200@providencefinancialinc.com
SUMMARY:Surviving Retirement Dinner Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Are you concerned about the Financial Market Forecast?\nLearn how to recover\, where to invest\, and how to create income. \nThis 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. \nPlease join local retirement specialist Lorraine Grossman\, Fiduciary Investment Advisor\, who will share insights on taxes\, the economy\, potential changes coming from Washington and what it all means for your retirement. Best of all\, you will leave with information designed to help you act immediately\, such as: \n– Strategies to better position your assets to help minimize inflationary and looming Bear market recession threats to your nest egg and income. \n– How to maintain your purchasing power in retirement\, despite rising inflation. \n– Ways rising inflation will impact your retirement and how to adjust NOW. \n– What safeguards you can put in place to help weather stock market volatility. \n– How to create strategies so you are less likely to outlive your assets. \n– How to help generate income and build an investment portfolio in inflationary times. \n– How do you outpace growing inflation and taxes? \nGetting a second opinion may be one of the most important financial decisions of your life. This dinner seminar is complimentary but you must call us at (818) 887-6443 to reserve your seat.
URL:https://providencefinancialinc.com/event/surviving-retirement-dinner-seminar-lorraine-grossman-fiduciary-investment-advisor-4/
LOCATION:Morton’s The Steakhouse\, 3400 West Olive Ave.\, Burbank\, CA\, 91505\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241001T183000
DTEND;TZID=America/New_York:20241001T193000
DTSTAMP:20260421T085717
CREATED:20241001T013549Z
LAST-MODIFIED:20241001T013549Z
UID:8382-1727807400-1727811000@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Webinar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-webinar-zachary-gunderson-fiduciary-investment-advisor-5/
LOCATION:CA
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241010T180000
DTEND;TZID=America/New_York:20241010T193000
DTSTAMP:20260421T085717
CREATED:20241001T013918Z
LAST-MODIFIED:20241001T013918Z
UID:8384-1728583200-1728588600@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-seminar-lorraine-grossman-fiduciary-investment-advisor-3/
LOCATION:Agoura Hills Recreation Center\, 29900 Ladyface Court\, Agoura Hills\, CA\, 91301\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241015T140000
DTEND;TZID=America/New_York:20241015T153000
DTSTAMP:20260421T085717
CREATED:20241001T014105Z
LAST-MODIFIED:20241001T014105Z
UID:8386-1729000800-1729006200@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-seminar-lorraine-grossman-fiduciary-investment-advisor-4/
LOCATION:Agoura Hills Recreation Center\, 29900 Ladyface Court\, Agoura Hills\, CA\, 91301\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T183000
DTEND;TZID=America/New_York:20241016T203000
DTSTAMP:20260421T085717
CREATED:20241001T014347Z
LAST-MODIFIED:20241001T014347Z
UID:8388-1729103400-1729110600@providencefinancialinc.com
SUMMARY:Surviving Retirement Dinner Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Are you concerned about the Financial Market Forecast?\nLearn how to recover\, where to invest\, and how to create income. \nThis 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. \nPlease join local retirement specialist Zachary Gunderson\, Fiduciary Investment Advisor\, who will share insights on taxes\, the economy\, potential changes coming from Washington and what it all means for your retirement. Best of all\, you will leave with information designed to help you act immediately\, such as: \n– Strategies to better position your assets to help minimize inflationary and looming Bear market recession threats to your nest egg and income. \n– How to maintain your purchasing power in retirement\, despite rising inflation. \n– Ways rising inflation will impact your retirement and how to adjust NOW. \n– What safeguards you can put in place to help weather stock market volatility. \n– How to create strategies so you are less likely to outlive your assets. \n– How to help generate income and build an investment portfolio in inflationary times. \n– How do you outpace growing inflation and taxes? \nGetting a second opinion may be one of the most important financial decisions of your life. This dinner seminar is complimentary but you must call us at (818) 887-6443 to reserve your seat.
URL:https://providencefinancialinc.com/event/surviving-retirement-dinner-seminar-zachary-gunderson-fiduciary-investment-advisor-2/
LOCATION:Larsen’s Steakhouse Valencia\, 24320 Town Center Dr. Suite 130\, Valencia\, CA\, 91355\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241017T140000
DTEND;TZID=America/New_York:20241017T153000
DTSTAMP:20260421T085717
CREATED:20241001T014631Z
LAST-MODIFIED:20241001T014631Z
UID:8390-1729173600-1729179000@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-seminar-zachary-gunderson-fiduciary-investment-advisor-5/
LOCATION:Simi Valley Public Library\, 2969 Tapo Canyon Road\, Simi Valley\, CA\, 93063\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241021T183000
DTEND;TZID=America/New_York:20241021T203000
DTSTAMP:20260421T085717
CREATED:20241001T015113Z
LAST-MODIFIED:20241001T015113Z
UID:8394-1729535400-1729542600@providencefinancialinc.com
SUMMARY:Surviving Retirement Dinner Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Are you concerned about the Financial Market Forecast?\nLearn how to recover\, where to invest\, and how to create income. \nThis 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. \nPlease join local retirement specialist Zachary Gunderson\, Fiduciary Investment Advisor\, who will share insights on taxes\, the economy\, potential changes coming from Washington and what it all means for your retirement. Best of all\, you will leave with information designed to help you act immediately\, such as: \n– Strategies to better position your assets to help minimize inflationary and looming Bear market recession threats to your nest egg and income. \n– How to maintain your purchasing power in retirement\, despite rising inflation. \n– Ways rising inflation will impact your retirement and how to adjust NOW. \n– What safeguards you can put in place to help weather stock market volatility. \n– How to create strategies so you are less likely to outlive your assets. \n– How to help generate income and build an investment portfolio in inflationary times. \n– How do you outpace growing inflation and taxes? \nGetting a second opinion may be one of the most important financial decisions of your life. This dinner seminar is complimentary but you must call us at (818) 887-6443 to reserve your seat.
URL:https://providencefinancialinc.com/event/surviving-retirement-dinner-seminar-zachary-gunderson-fiduciary-investment-advisor-3/
LOCATION:Larsen’s Steakhouse Valencia\, 24320 Town Center Dr. Suite 130\, Valencia\, CA\, 91355\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241022T180000
DTEND;TZID=America/New_York:20241022T193000
DTSTAMP:20260421T085717
CREATED:20241001T014850Z
LAST-MODIFIED:20241001T014850Z
UID:8392-1729620000-1729625400@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-seminar-zachary-gunderson-fiduciary-investment-advisor-6/
LOCATION:Simi Valley Public Library\, 2969 Tapo Canyon Road\, Simi Valley\, CA\, 93063\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241023T183000
DTEND;TZID=America/New_York:20241023T203000
DTSTAMP:20260421T085717
CREATED:20241001T015332Z
LAST-MODIFIED:20241001T015332Z
UID:8396-1729708200-1729715400@providencefinancialinc.com
SUMMARY:Surviving Retirement Dinner Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Are you concerned about the Financial Market Forecast?\nLearn how to recover\, where to invest\, and how to create income. \nThis 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. \nPlease join local retirement specialist Lorraine Grossman\, Fiduciary Investment Advisor\, who will share insights on taxes\, the economy\, potential changes coming from Washington and what it all means for your retirement. Best of all\, you will leave with information designed to help you act immediately\, such as: \n– Strategies to better position your assets to help minimize inflationary and looming Bear market recession threats to your nest egg and income. \n– How to maintain your purchasing power in retirement\, despite rising inflation. \n– Ways rising inflation will impact your retirement and how to adjust NOW. \n– What safeguards you can put in place to help weather stock market volatility. \n– How to create strategies so you are less likely to outlive your assets. \n– How to help generate income and build an investment portfolio in inflationary times. \n– How do you outpace growing inflation and taxes? \nGetting a second opinion may be one of the most important financial decisions of your life. This dinner seminar is complimentary but you must call us at (818) 887-6443 to reserve your seat.
URL:https://providencefinancialinc.com/event/surviving-retirement-dinner-seminar-lorraine-grossman-fiduciary-investment-advisor-5/
LOCATION:Ruth’s Chris Steak House Woodland Hills\, 5919 Canoga Ave.\, Woodland Hills\, CA\, 91367\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241029T183000
DTEND;TZID=America/New_York:20241029T203000
DTSTAMP:20260421T085717
CREATED:20241001T015523Z
LAST-MODIFIED:20241001T015523Z
UID:8398-1730226600-1730233800@providencefinancialinc.com
SUMMARY:Surviving Retirement Dinner Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Are you concerned about the Financial Market Forecast?\nLearn how to recover\, where to invest\, and how to create income. \nThis 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. \nPlease join local retirement specialist Lorraine Grossman\, Fiduciary Investment Advisor\, who will share insights on taxes\, the economy\, potential changes coming from Washington and what it all means for your retirement. Best of all\, you will leave with information designed to help you act immediately\, such as: \n– Strategies to better position your assets to help minimize inflationary and looming Bear market recession threats to your nest egg and income. \n– How to maintain your purchasing power in retirement\, despite rising inflation. \n– Ways rising inflation will impact your retirement and how to adjust NOW. \n– What safeguards you can put in place to help weather stock market volatility. \n– How to create strategies so you are less likely to outlive your assets. \n– How to help generate income and build an investment portfolio in inflationary times. \n– How do you outpace growing inflation and taxes? \nGetting a second opinion may be one of the most important financial decisions of your life. This dinner seminar is complimentary but you must call us at (818) 887-6443 to reserve your seat.
URL:https://providencefinancialinc.com/event/surviving-retirement-dinner-seminar-lorraine-grossman-fiduciary-investment-advisor-6/
LOCATION:Ruth’s Chris Steak House Woodland Hills\, 5919 Canoga Ave.\, Woodland Hills\, CA\, 91367\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241204T183000
DTEND;TZID=America/New_York:20241204T193000
DTSTAMP:20260421T085717
CREATED:20241128T003141Z
LAST-MODIFIED:20241128T003141Z
UID:8415-1733337000-1733340600@providencefinancialinc.com
SUMMARY:Social Security Webinar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!\n\nFind out how claiming your Social Security benefits at the right time could mean an extra $100\,000 over your lifetime!\n\n\n\nNew 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:\n\n\n\n\n\n how to help avoid personal disaster in the face of wild market dips\n\n\n how to avoid a health care financial calamity with elevated health risks\n\n\n 3 timeless techniques to a more stable income amid global disruption\n\n\n how to optimize your Social Security income to help secure your income base\n\n\n strategies to help prevent taxes from taking 30% of your savings\n\n\n how the decisions and policies of the current administration may impact your retirement income\n\n\n how to help reduce taxation on your Social Security after you start receiving your benefits\n\n\n how two special claiming strategies may increase your total benefits\n\n\n how married couples may avoid missing out on substantial benefits\n\n\n how to receive benefits from an ex-spouse\n\nThis 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.
URL:https://providencefinancialinc.com/event/social-security-webinar-zachary-gunderson-fiduciary-investment-advisor/
LOCATION:CA
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241205T183000
DTEND;TZID=America/New_York:20241205T193000
DTSTAMP:20260421T085717
CREATED:20241128T002212Z
LAST-MODIFIED:20250213T020028Z
UID:8411-1733423400-1733427000@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Webinar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs of 2022\, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 73. 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-webinar-lorraine-grossman-fiduciary-investment-advisor-4/
LOCATION:CA
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241210T183000
DTEND;TZID=America/New_York:20241210T193000
DTSTAMP:20260421T085717
CREATED:20241128T003220Z
LAST-MODIFIED:20241128T003220Z
UID:8417-1733855400-1733859000@providencefinancialinc.com
SUMMARY:Social Security Webinar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!\n\nFind out how claiming your Social Security benefits at the right time could mean an extra $100\,000 over your lifetime!\n\n\n\nNew 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:\n\n\n\n\n\n how to help avoid personal disaster in the face of wild market dips\n\n\n how to avoid a health care financial calamity with elevated health risks\n\n\n 3 timeless techniques to a more stable income amid global disruption\n\n\n how to optimize your Social Security income to help secure your income base\n\n\n strategies to help prevent taxes from taking 30% of your savings\n\n\n how the decisions and policies of the current administration may impact your retirement income\n\n\n how to help reduce taxation on your Social Security after you start receiving your benefits\n\n\n how two special claiming strategies may increase your total benefits\n\n\n how married couples may avoid missing out on substantial benefits\n\n\n how to receive benefits from an ex-spouse\n\nThis 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.
URL:https://providencefinancialinc.com/event/social-security-webinar-zachary-gunderson-fiduciary-investment-advisor-2/
LOCATION:CA
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241212T183000
DTEND;TZID=America/New_York:20241212T193000
DTSTAMP:20260421T085717
CREATED:20241128T002300Z
LAST-MODIFIED:20241128T002300Z
UID:8413-1734028200-1734031800@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Webinar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-webinar-lorraine-grossman-fiduciary-investment-advisor-5/
LOCATION:CA
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241217T183000
DTEND;TZID=America/New_York:20241217T193000
DTSTAMP:20260421T085717
CREATED:20241206T001011Z
LAST-MODIFIED:20241206T001011Z
UID:8452-1734460200-1734463800@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Webinar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-webinar-lorraine-grossman-fiduciary-investment-advisor-6/
LOCATION:CA
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241219T183000
DTEND;TZID=America/New_York:20241219T193000
DTSTAMP:20260421T085717
CREATED:20241206T001520Z
LAST-MODIFIED:20241206T001520Z
UID:8454-1734633000-1734636600@providencefinancialinc.com
SUMMARY:Social Security Webinar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!\n\nFind out how claiming your Social Security benefits at the right time could mean an extra $100\,000 over your lifetime!\n\n\n\nNew 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:\n\n\n\n\n\n how to help avoid personal disaster in the face of wild market dips\n\n\n how to avoid a health care financial calamity with elevated health risks\n\n\n 3 timeless techniques to a more stable income amid global disruption\n\n\n how to optimize your Social Security income to help secure your income base\n\n\n strategies to help prevent taxes from taking 30% of your savings\n\n\n how the decisions and policies of the current administration may impact your retirement income\n\n\n how to help reduce taxation on your Social Security after you start receiving your benefits\n\n\n how two special claiming strategies may increase your total benefits\n\n\n how married couples may avoid missing out on substantial benefits\n\n\n how to receive benefits from an ex-spouse\n\nThis 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.
URL:https://providencefinancialinc.com/event/social-security-webinar-zachary-gunderson-fiduciary-investment-advisor-3/
LOCATION:CA
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250107T183000
DTEND;TZID=America/New_York:20250107T193000
DTSTAMP:20260421T085717
CREATED:20250104T005530Z
LAST-MODIFIED:20250104T005530Z
UID:8487-1736274600-1736278200@providencefinancialinc.com
SUMMARY:Social Security Webinar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!\n\nFind out how claiming your Social Security benefits at the right time could mean an extra $100\,000 over your lifetime!\n\n\n\nNew 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:\n\n\n\n\n\n how to help avoid personal disaster in the face of wild market dips\n\n\n how to avoid a health care financial calamity with elevated health risks\n\n\n 3 timeless techniques to a more stable income amid global disruption\n\n\n how to optimize your Social Security income to help secure your income base\n\n\n strategies to help prevent taxes from taking 30% of your savings\n\n\n how the decisions and policies of the current administration may impact your retirement income\n\n\n how to help reduce taxation on your Social Security after you start receiving your benefits\n\n\n how two special claiming strategies may increase your total benefits\n\n\n how married couples may avoid missing out on substantial benefits\n\n\n how to receive benefits from an ex-spouse\n\nThis 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.
URL:https://providencefinancialinc.com/event/social-security-webinar-lorraine-grossman-fiduciary-investment-advisor-3/
LOCATION:CA
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250111T100000
DTEND;TZID=America/New_York:20250111T110000
DTSTAMP:20260421T085717
CREATED:20250104T005844Z
LAST-MODIFIED:20250212T042331Z
UID:8489-1736589600-1736593200@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Webinar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs of 2022\, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 73. 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-webinar-zachary-gunderson-fiduciary-investment-advisor-6/
LOCATION:CA
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250114T183000
DTEND;TZID=America/New_York:20250114T193000
DTSTAMP:20260421T085717
CREATED:20250110T031011Z
LAST-MODIFIED:20250110T031011Z
UID:8508-1736879400-1736883000@providencefinancialinc.com
SUMMARY:Social Security Webinar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!\n\nFind out how claiming your Social Security benefits at the right time could mean an extra $100\,000 over your lifetime!\n\n\n\nNew 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:\n\n\n\n\n\n how to help avoid personal disaster in the face of wild market dips\n\n\n how to avoid a health care financial calamity with elevated health risks\n\n\n 3 timeless techniques to a more stable income amid global disruption\n\n\n how to optimize your Social Security income to help secure your income base\n\n\n strategies to help prevent taxes from taking 30% of your savings\n\n\n how the decisions and policies of the current administration may impact your retirement income\n\n\n how to help reduce taxation on your Social Security after you start receiving your benefits\n\n\n how two special claiming strategies may increase your total benefits\n\n\n how married couples may avoid missing out on substantial benefits\n\n\n how to receive benefits from an ex-spouse\n\nThis 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.
URL:https://providencefinancialinc.com/event/social-security-webinar-zachary-gunderson-fiduciary-investment-advisor-4/
LOCATION:CA
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250116T180000
DTEND;TZID=America/New_York:20250116T193000
DTSTAMP:20260421T085717
CREATED:20241218T032004Z
LAST-MODIFIED:20250212T042128Z
UID:8465-1737050400-1737055800@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs of 2022\, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 73. 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-seminar-lorraine-grossman-fiduciary-investment-advisor-5/
LOCATION:Buena Vista Public Library\, 300 N. Buena Vista St.\, Burbank\, CA\, 91501\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250121T140000
DTEND;TZID=America/New_York:20250121T153000
DTSTAMP:20260421T085717
CREATED:20241218T032335Z
LAST-MODIFIED:20250212T042211Z
UID:8467-1737468000-1737473400@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs of 2022\, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 73. 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-seminar-lorraine-grossman-fiduciary-investment-advisor-6/
LOCATION:Buena Vista Public Library\, 300 N. Buena Vista St.\, Burbank\, CA\, 91501\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250123T180000
DTEND;TZID=America/New_York:20250123T193000
DTSTAMP:20260421T085717
CREATED:20241218T032626Z
LAST-MODIFIED:20241218T032626Z
UID:8469-1737655200-1737660600@providencefinancialinc.com
SUMMARY:Social Security Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!\n\nFind out how claiming your Social Security benefits at the right time could mean an extra $100\,000 over your lifetime!\n\n\n\nNew 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:\n\n\n\n\n\n how to help avoid personal disaster in the face of wild market dips\n\n\n how to avoid a health care financial calamity with elevated health risks\n\n\n 3 timeless techniques to a more stable income amid global disruption\n\n\n how to optimize your Social Security income to help secure your income base\n\n\n strategies to help prevent taxes from taking 30% of your savings\n\n\n how the decisions and policies of the current administration may impact your retirement income\n\n\n how to help reduce taxation on your Social Security after you start receiving your benefits\n\n\n how two special claiming strategies may increase your total benefits\n\n\n how married couples may avoid missing out on substantial benefits\n\n\n how to receive benefits from an ex-spouse\n\nThis 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.
URL:https://providencefinancialinc.com/event/social-security-seminar-zachary-gunderson-fiduciary-investment-advisor-7/
LOCATION:Woodland Hills Public Library\, 22200 Ventura Blvd.\, Woodland Hills\, CA\, 91364\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250128T140000
DTEND;TZID=America/New_York:20250128T153000
DTSTAMP:20260421T085717
CREATED:20241218T032717Z
LAST-MODIFIED:20241218T032717Z
UID:8471-1738072800-1738078200@providencefinancialinc.com
SUMMARY:Social Security Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%!\n\nFind out how claiming your Social Security benefits at the right time could mean an extra $100\,000 over your lifetime!\n\n\n\nNew 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:\n\n\n\n\n\n how to help avoid personal disaster in the face of wild market dips\n\n\n how to avoid a health care financial calamity with elevated health risks\n\n\n 3 timeless techniques to a more stable income amid global disruption\n\n\n how to optimize your Social Security income to help secure your income base\n\n\n strategies to help prevent taxes from taking 30% of your savings\n\n\n how the decisions and policies of the current administration may impact your retirement income\n\n\n how to help reduce taxation on your Social Security after you start receiving your benefits\n\n\n how two special claiming strategies may increase your total benefits\n\n\n how married couples may avoid missing out on substantial benefits\n\n\n how to receive benefits from an ex-spouse\n\nThis 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.
URL:https://providencefinancialinc.com/event/social-security-seminar-zachary-gunderson-fiduciary-investment-advisor-8/
LOCATION:Woodland Hills Public Library\, 22200 Ventura Blvd.\, Woodland Hills\, CA\, 91364\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250204T140000
DTEND;TZID=America/New_York:20250204T153000
DTSTAMP:20260421T085717
CREATED:20250104T010632Z
LAST-MODIFIED:20250212T042925Z
UID:8492-1738677600-1738683000@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs of 2022\, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 73. 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-seminar-lorraine-grossman-fiduciary-investment-advisor-7/
LOCATION:Agoura Hills Recreation Center\, 29900 Ladyface Court\, Agoura Hills\, CA\, 91301\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T180000
DTEND;TZID=America/New_York:20250212T193000
DTSTAMP:20260421T085717
CREATED:20250104T010725Z
LAST-MODIFIED:20250212T042959Z
UID:8494-1739383200-1739388600@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Seminar - Lorraine Grossman\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs of 2022\, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 73. 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-seminar-lorraine-grossman-fiduciary-investment-advisor-8/
LOCATION:Agoura Hills Recreation Center\, 29900 Ladyface Court\, Agoura Hills\, CA\, 91301\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250220T140000
DTEND;TZID=America/New_York:20250220T153000
DTSTAMP:20260421T085717
CREATED:20250110T031423Z
LAST-MODIFIED:20250212T042401Z
UID:8510-1740060000-1740065400@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Learning how to avoid costly mistakes may be your best investment!  \nFind Out How the Current Administration Could Impact Your Retirement Accounts \nNew 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. \nMAKE SURE YOU UNDERSTAND THE NEW LAW! \nAs of 2022\, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 73. 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. \nTOPICS COVERED WILL INCLUDE: \n• What is an RMD\, and why are millions of Americans caught off guard?\n• Strategies for dealing with New Capital Gains Tax Rates\n• Income Strategies in today’s low interest rate environment\n• Inflation is on the rise – What are the long-term effects of your dollar buying less? What are the consequences?\n• How to help calculate your RMDs considering the new law\n• How the age change and the timing for RMD withdrawals could affect you\n• Whether Roth conversions make sense considering the latest changes\n• Tax-Saving Strategies under the current administration\n• Asset allocation strategies to help you avoid cannibalizing your principal when you are taking RMD distributions \nMake sure your RMD strategy is optimized best for you.\nFind out what you need to know to help avoid the 50% IRS penalty!\nThis complimentary educational event is provided as a public service and comes with no obligation. \nThis 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.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-seminar-zachary-gunderson-fiduciary-investment-advisor-7/
LOCATION:Stevenson Ranch Public Library\, 25950 The Old Road\, Stevenson Ranch\, CA\, 91381\, United States
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
END:VCALENDAR