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DTEND;TZID=America/New_York:20250306T153000
DTSTAMP:20260530T081310
CREATED:20250212T035501Z
LAST-MODIFIED:20250212T042505Z
UID:8542-1741269600-1741275000@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-9/
LOCATION:Rancho Simi Recreation and Park District Activity Center\, 4201 Guardian St.\, 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:20250308T100000
DTEND;TZID=America/New_York:20250308T110000
DTSTAMP:20260530T081310
CREATED:20250212T050149Z
LAST-MODIFIED:20250212T050149Z
UID:8562-1741428000-1741431600@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-5/
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250311T180000
DTEND;TZID=America/New_York:20250311T193000
DTSTAMP:20260530T081310
CREATED:20250212T042544Z
LAST-MODIFIED:20250212T042544Z
UID:8545-1741716000-1741721400@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-10/
LOCATION:Rancho Simi Recreation and Park District Activity Center\, 4201 Guardian St.\, 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:20250313T140000
DTEND;TZID=America/New_York:20250313T153000
DTSTAMP:20260530T081310
CREATED:20250212T045748Z
LAST-MODIFIED:20250212T045748Z
UID:8558-1741874400-1741879800@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-9/
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:20250313T180000
DTEND;TZID=America/New_York:20250313T190000
DTSTAMP:20260530T081310
CREATED:20250212T050351Z
LAST-MODIFIED:20250212T050351Z
UID:8564-1741888800-1741892400@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-4/
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250319T180000
DTEND;TZID=America/New_York:20250319T193000
DTSTAMP:20260530T081310
CREATED:20250212T045853Z
LAST-MODIFIED:20250212T045853Z
UID:8560-1742407200-1742412600@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-10/
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:20250325T180000
DTEND;TZID=America/New_York:20250325T193000
DTSTAMP:20260530T081310
CREATED:20250222T035446Z
LAST-MODIFIED:20250222T035446Z
UID:8681-1742925600-1742931000@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-7/
LOCATION:Calabasas Community Center\, 27040 Malibu Hills Rd.\, Calabasas\, 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:20250327T140000
DTEND;TZID=America/New_York:20250327T153000
DTSTAMP:20260530T081310
CREATED:20250226T035551Z
LAST-MODIFIED:20250226T035551Z
UID:8710-1743084000-1743089400@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-11/
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/Los_Angeles:20250331T160000
DTEND;TZID=America/Los_Angeles:20250331T170000
DTSTAMP:20260530T081310
CREATED:20250325T192721Z
LAST-MODIFIED:20250418T022031Z
UID:8866-1743436800-1743440400@providencefinancialinc.com
SUMMARY:Thriving in Retirement: 10 Mistakes to Avoid - Webinar - Anthony A. Saccaro\, ChFC\, Esq.
DESCRIPTION:Why this Webinar is a Must Attend: \nAvoid Costly Penalties and Taxes: Stay informed on recent RMD changes with our guidance to avoid penalties and tax issues\, protecting your retirement savings.\n\nStay 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\nReceive 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.
URL:https://providencefinancialinc.com/event/thriving-in-retirement-10-mistakes-to-avoid/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250401T180000
DTEND;TZID=America/New_York:20250401T193000
DTSTAMP:20260530T081310
CREATED:20250226T035655Z
LAST-MODIFIED:20250226T035655Z
UID:8712-1743530400-1743535800@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-12/
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:20250402T180000
DTEND;TZID=America/New_York:20250402T193000
DTSTAMP:20260530T081310
CREATED:20250222T035606Z
LAST-MODIFIED:20250222T035606Z
UID:8683-1743616800-1743622200@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-8/
LOCATION:Calabasas Community Center\, 27040 Malibu Hills Rd.\, Calabasas\, 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:20250403T140000
DTEND;TZID=America/New_York:20250403T153000
DTSTAMP:20260530T081310
CREATED:20250222T040139Z
LAST-MODIFIED:20250222T040139Z
UID:8685-1743688800-1743694200@providencefinancialinc.com
SUMMARY:Social Security Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Find 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-9/
LOCATION:Rancho Simi Recreation and Park District Activity Center\, 4201 Guardian St.\, 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:20250408T180000
DTEND;TZID=America/New_York:20250408T193000
DTSTAMP:20260530T081310
CREATED:20250222T040234Z
LAST-MODIFIED:20250222T040234Z
UID:8687-1744135200-1744140600@providencefinancialinc.com
SUMMARY:Social Security Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Find 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-10/
LOCATION:Rancho Simi Recreation and Park District Activity Center\, 4201 Guardian St.\, 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:20250410T140000
DTEND;TZID=America/New_York:20250410T153000
DTSTAMP:20260530T081310
CREATED:20250226T040115Z
LAST-MODIFIED:20250226T040115Z
UID:8714-1744293600-1744299000@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-11/
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:20250412T100000
DTEND;TZID=America/New_York:20250412T110000
DTSTAMP:20260530T081310
CREATED:20250226T043940Z
LAST-MODIFIED:20250226T043940Z
UID:8720-1744452000-1744455600@providencefinancialinc.com
SUMMARY:Social Security Webinar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Find 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-7/
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250415T180000
DTEND;TZID=America/New_York:20250415T193000
DTSTAMP:20260530T081310
CREATED:20250226T040221Z
LAST-MODIFIED:20250226T040221Z
UID:8716-1744740000-1744745400@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-12/
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:20250417T160000
DTEND;TZID=America/New_York:20250417T170000
DTSTAMP:20260530T081310
CREATED:20250418T021438Z
LAST-MODIFIED:20250418T022058Z
UID:8948-1744905600-1744909200@providencefinancialinc.com
SUMMARY:Thriving in Retirement: 10 Mistakes to Avoid - Webinar - Anthony A. Saccaro\, ChFC\, Esq.
DESCRIPTION:Why this Webinar is a Must-Attend: \nAvoid Costly Penalties and Taxes: Stay informed on recent RMD changes with our guidance to avoid penalties and tax issues\, protecting your retirement savings.\n\nStay 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\nReceive 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. \nTopics covered:  \n\n\nNot Knowing How the New “SECURE ACTS” will impact your retirement accounts.\n\n\nMissing a Required Minimum Distribution\n\n\nNot properly designating beneficiaries\n\n\nNot knowing the IRA/401(k) rollover rules that could cause immediate taxation\n\n\nNot understanding how the Federal Reserve impacts Interest & Dividends\n\n\nNo knowing the secret to converting your retirement account to TAX-FREE INCOME\n\n\nIgnoring the “I” in “TR = I + G”\n\n\nNot moving 401(k)\, 403(b)\, and TSP plans to more flexible IRAs\n\n\nHaving too many retirement accounts\n\n\nNot exploring your options and possibilities\n\n\nThis webinar will be taught by Anthony A. Saccaro\, ChFC\, Esq. Attendance is FREE but registration is required. Call us at (818) 887-6443 to request the sign-up link.
URL:https://providencefinancialinc.com/event/thriving-in-retirement-10-mistakes-to-avoid-webinar/
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250424T160000
DTEND;TZID=America/New_York:20250424T170000
DTSTAMP:20260530T081310
CREATED:20250418T021552Z
LAST-MODIFIED:20250418T022130Z
UID:8950-1745510400-1745514000@providencefinancialinc.com
SUMMARY:Thriving in Retirement: 10 Mistakes to Avoid - Webinar - Anthony A. Saccaro\, ChFC\, Esq.
DESCRIPTION:Why this Webinar is a Must-Attend: \nAvoid Costly Penalties and Taxes: Stay informed on recent RMD changes with our guidance to avoid penalties and tax issues\, protecting your retirement savings.\n\nStay 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\nReceive 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. \nTopics covered:  \n\n\nNot Knowing How the New “SECURE ACTS” will impact your retirement accounts.\n\n\nMissing a Required Minimum Distribution\n\n\nNot properly designating beneficiaries\n\n\nNot knowing the IRA/401(k) rollover rules that could cause immediate taxation\n\n\nNot understanding how the Federal Reserve impacts Interest & Dividends\n\n\nNo knowing the secret to converting your retirement account to TAX-FREE INCOME\n\n\nIgnoring the “I” in “TR = I + G”\n\n\nNot moving 401(k)\, 403(b)\, and TSP plans to more flexible IRAs\n\n\nHaving too many retirement accounts\n\n\nNot exploring your options and possibilities\n\n\nThis webinar will be taught by Anthony A. Saccaro\, ChFC\, Esq. Attendance is FREE but registration is required. Call us at (818) 887-6443 to request the sign-up link.
URL:https://providencefinancialinc.com/event/thriving-in-retirement-10-mistakes-to-avoid-webinar-2/
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250501T140000
DTEND;TZID=America/New_York:20250501T153000
DTSTAMP:20260530T081310
CREATED:20250418T022712Z
LAST-MODIFIED:20250418T022712Z
UID:8958-1746108000-1746113400@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-13/
LOCATION:Rancho Simi Recreation and Park District Activity Center\, 4201 Guardian St.\, 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:20250501T160000
DTEND;TZID=America/New_York:20250501T170000
DTSTAMP:20260530T081310
CREATED:20250418T022522Z
LAST-MODIFIED:20250418T022522Z
UID:8956-1746115200-1746118800@providencefinancialinc.com
SUMMARY:Required Minimum Distribution Webinar - Anthony A. Saccaro\, ChFC\, Esq.
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 webinar will be presented by Anthony A. Saccaro\, ChFC\, Esq. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.
URL:https://providencefinancialinc.com/event/required-minimum-distribution-webinar-anthony-a-saccaro-chfc-esq/
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250506T180000
DTEND;TZID=America/New_York:20250506T193000
DTSTAMP:20260530T081310
CREATED:20250418T022820Z
LAST-MODIFIED:20250418T022820Z
UID:8960-1746554400-1746559800@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-14/
LOCATION:Rancho Simi Recreation and Park District Activity Center\, 4201 Guardian St.\, 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:20250507T140000
DTEND;TZID=America/New_York:20250507T153000
DTSTAMP:20260530T081310
CREATED:20250418T023139Z
LAST-MODIFIED:20250418T023139Z
UID:8962-1746626400-1746631800@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-13/
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:20250513T140000
DTEND;TZID=America/New_York:20250513T153000
DTSTAMP:20260530T081310
CREATED:20250418T023251Z
LAST-MODIFIED:20250418T023251Z
UID:8964-1747144800-1747150200@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-14/
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:20250529T183000
DTEND;TZID=America/New_York:20250529T193000
DTSTAMP:20260530T081310
CREATED:20250529T225116Z
LAST-MODIFIED:20250529T225116Z
UID:9067-1748543400-1748547000@providencefinancialinc.com
SUMMARY:RMD Rules and Tax Strategies: Maximize Your Retirement Savings - Webinar with Anthony Saccaro\, ChFC\, Esq.
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 webinar will be presented by Anthony A. Saccaro\, ChFC\, Esq. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.
URL:https://providencefinancialinc.com/event/rmd-rules-and-tax-strategies-maximize-your-retirement-savings-webinar-with-anthony-saccaro-chfc-esq/
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250605T180000
DTEND;TZID=America/New_York:20250605T193000
DTSTAMP:20260530T081310
CREATED:20250418T024042Z
LAST-MODIFIED:20250418T024042Z
UID:8970-1749146400-1749151800@providencefinancialinc.com
SUMMARY:Social Security Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Find 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-11/
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:20250605T183000
DTEND;TZID=America/New_York:20250605T193000
DTSTAMP:20260530T081310
CREATED:20250529T225228Z
LAST-MODIFIED:20250529T225228Z
UID:9069-1749148200-1749151800@providencefinancialinc.com
SUMMARY:RMD Rules and Tax Strategies: Maximize Your Retirement Savings - Webinar with Anthony Saccaro\, ChFC\, Esq.
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 webinar will be presented by Anthony A. Saccaro\, ChFC\, Esq. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.
URL:https://providencefinancialinc.com/event/rmd-rules-and-tax-strategies-maximize-your-retirement-savings-webinar-with-anthony-saccaro-chfc-esq-2/
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T140000
DTEND;TZID=America/New_York:20250610T153000
DTSTAMP:20260530T081310
CREATED:20250418T024137Z
LAST-MODIFIED:20250418T024137Z
UID:8972-1749564000-1749569400@providencefinancialinc.com
SUMMARY:Social Security Seminar - Zachary Gunderson\, Fiduciary Investment Advisor
DESCRIPTION:Find 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-12/
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:20250611T140000
DTEND;TZID=America/New_York:20250611T153000
DTSTAMP:20260530T081310
CREATED:20250418T023613Z
LAST-MODIFIED:20250418T023613Z
UID:8966-1749650400-1749655800@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-15/
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:20250612T183000
DTEND;TZID=America/New_York:20250612T193000
DTSTAMP:20260530T081310
CREATED:20250529T225640Z
LAST-MODIFIED:20250629T031716Z
UID:9071-1749753000-1749756600@providencefinancialinc.com
SUMMARY:Social Security Updates You Need to Know: Stay Informed and Secure Your Benefits - Webinar with Anthony Saccaro\, ChFC\, Esq.
DESCRIPTION:Find 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 webinar will be presented by Anthony A. Saccaro\, ChFC\, Esq. Attendance is FREE but registration is required – call us at (818) 887-6443 to register.
URL:https://providencefinancialinc.com/event/social-security-updates-you-need-to-know-stay-informed-and-secure-your-benefits/
ORGANIZER;CN="Providence Financial and Insurance Services%2C Inc.":MAILTO:info@providencefinancialinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250617T180000
DTEND;TZID=America/New_York:20250617T193000
DTSTAMP:20260530T081310
CREATED:20250418T023714Z
LAST-MODIFIED:20250418T023714Z
UID:8968-1750183200-1750188600@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-16/
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
END:VCALENDAR