Events

Wed June 4 4:00 PM

WHAT BABY BOOMERS NEED TO KNOW ABOUT RMD’S – FREE EDUCATIONAL WORKSHOP

If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required Minimum Distributions (RMD’s). Suddenly, a portion of your tax-deferred savings will be taxable again and the impact on your portfolio could be significant if you’re not armed with the right information. This seminar will answer questions such as: when do I need to take my RMD? How much do I need to take? How will that impact my Social Security? Location: Woodland Hills Public Library, 22200 Ventura Boulevard, Woodland Hills, CA 91364

The seminar is FREE to the public but seating is limited. Call us today at 800.361.9561 to reserve your space.

Wed June 4 6:00 PM

SAVVY SOCIAL SECURITY PLANNING - WHAT BABY BOOMERS NEED TO KNOW TO MAXIMIZE RETIREMENT INCOME - FREE EDUCATIONAL WORKSHOP

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and answers your questions: will it be there for me? How much can I expect to receive? When should I apply for benefits? Location: Woodland Hills Public Library, 22200 Ventura Boulevard, Woodland Hills, CA 91364

The seminar is FREE to the public but seating is limited. Call us today at 800.955.7058 to reserve your space.

Mon June 16 4:30 PM

WHAT BABY BOOMERS NEED TO KNOW ABOUT RMD’S – FREE EDUCATIONAL WORKSHOP

If you’re approaching 70, the IRS wants your IRA! Baby boomers who own a traditional IRA, 401(k) or other qualified retirement plan will soon have to face taking their Required Minimum Distributions (RMD’s). Suddenly, a portion of your tax-deferred savings will be taxable again and the impact on your portfolio could be significant if you’re not armed with the right information. This seminar will answer questions such as: when do I need to take my RMD? How much do I need to take? How will that impact my Social Security? Location: Woodland Hills Public Library, 22200 Ventura Boulevard, Woodland Hills, CA 91364

The seminar is FREE to the public but seating is limited. Call us today at 800.955.7058 to reserve your space.

Mon June 16 6:30 PM

SAVVY SOCIAL SECURITY PLANNING - WHAT BABY BOOMERS NEED TO KNOW TO MAXIMIZE RETIREMENT INCOME - FREE EDUCATIONAL WORKSHOP

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and answers your questions: will it be there for me? How much can I expect to receive? When should I apply for benefits? Location: Woodland Hills Public Library, 22200 Ventura Boulevard, Woodland Hills, CA 91364

The seminar is FREE to the public but seating is limited. Call us today at 800.955.7058 to reserve your space.

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