Providence Financial & Insurance Services, Inc.

Recommendations and reviews from 1 person

• Referral from May 30, 2014
  

  Irena G. asked:

  I'd like to ask my neighbors for a referral please. Can anyone recommend a professional, competent, experienced Financial Advisor? Would very much appreciate it. Thanks.

  

  Ed C. replied:

  If you like what Anthony A. Saccaro, ChFC, says at this educational workshop, consider his financial advice. You are cordially invited to attend our NEW educational workshop What Baby Boomers Need to Know about Required Minimum Distributions WEDNESDAY, JUNE 4TH at 4:00 PM - or - MONDAY, JUNE 16TH at 4:30 PM Woodland Hills Public Library 22200 Ventura Boulevard Woodland Hills, CA 91364 Find the answers to your questions: • When do I have to take my RMD - and are there exceptions? • How much will I have to take out? • How much tax liability will it create? • How does it impact my Social Security? • Is my asset allocation appropriate for RMDs? • Are my beneficiaries set up for maximum tax efficiency? ••••• The workshop, sponsored by the Woodland Hills chapter of the Los Angeles Public Library, will be taught by Anthony A. Saccaro, ChFC, who is an Approved Educator with the Scranton Academy for Financial Education (S.A.F.E.). S.A.F.E. is a non-profit organization dedicated to providing no-cost education to consumers about principles of finance, investing and portfolio management. Admission is FREE but seating is limited. Please RESERVE your space by calling us at: 800.361.9561 Providence Financial & Insurance Services, Inc. 20335 Ventura Boulevard, Suite 125 Woodland Hills, California, 91364 www.providencefinancialinc.com ; 818.887.6443 | 800.256.3513 | 818.887.6765 fax

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