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Social Security Seminar

Buena Vista Public Library 300 N. Buena Vista St., Burbank

Claiming Social Security at the Wrong Age May Reduce Your Benefit by up to 57%! Find out how claiming your Social Security benefits at the right time could mean an extra $100,000 over your lifetime! New laws and proposed changes to Social Security have the potential to impact your benefits and quality of life during […]

Required Minimum Distribution Seminar

Agoura Hills Recreation Center 29900 Ladyface Court, Agoura Hills

Learning how to avoid costly mistakes may be your best investment!  Find Out How the Current Administration Could Impact Your Retirement Accounts New Tax Laws and recent changes to qualified retirement accounts and IRS mandated Required Minimum Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial; however, you must make sure […]

Required Minimum Distribution Webinar

Avoid Paying Half of Your Retirement Income to the IRS! Discover from Anthony A. Saccaro, ChFC, Esq., how to avoid the biggest mistake that can derail one’s retirement plans in a time of crisis like we are experiencing today. During this webinar you will learn: Changes to RMD tables since 2022 and what that means […]

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