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  • 26 Sep 2022 by Vance Wealth

    Join us Tuesday, October 4th at 4:30PM (PST) for our Advanced Perspective webinar hosted by Jerrod Ferguson, Vice President of Vance Wealth, and Steve Lujan, The Medicare Man. We hope to provide clarity on these complex issues so that you can make the best decisions for your personal situation.

    Register Now!

    Many retirees apply for Social Security before reaching full retirement age without fully understanding how this may impact them and their spouse. When it comes to Medicare, there are multiple enrollment windows, and if you miss your personal window, you may be faced with a lifetime penalty or, worse, finding yourself uninsured. Tune in to learn how to avoid these costly mistakes.



    We will cover:

    • When and how to start receiving Social Security.
    • The effect of remarriage on survivor social security benefits for widowed and divorced spouses.
    • Should you take Social Security at the earliest possible age? Learn what this may cost you.
    • What is Original Medicare?
    • Understand the many windows to sign up for Medicare.
    • Why does everyone need additional private insurance in addition to Medicare?


    As always, you can ask your question live during the webinar! You must register to attend!


  • 08 Sep 2022 by Vance Wealth



    Join John Vance, President of Vance Wealth, for our most highly anticipated webinar: Year-End Tax Planning! Mark your calendars for Tuesday, September 20th at 4:30PM (PST). John will share ways to maximize your savings throughout your lifetime by making strategic and intentional choices today. You must register to attend this free webinar:

    Part 1: The first 30 mins will cover, Personal Tax Planning Strategies including:
    - Details of Biden's income tax policy changes and what they mean for you
    - Vance Wealth’s Tax Philosophy – How to potentially reduce your tax liability over your lifetime
    - How to take Advantage of Market Losses
    - Roth IRA Conversions
    - Tax Loss Harvesting
    - Review Charitable Strategies to help - Maximize Deductions & Optimize Giving

    Part 2: The second 30 mins will cover, Business Owner Tax Planning Strategies including:
    - Creative Planning Ideas
    - Payroll Optimization
    - Retirement Plan Design


    Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute advice. Vance Wealth does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.