Webinar, Sept 15, 2020 – From Chaos to Clarity: The Case for Optimism

by | Sep 4, 2020 | Business, Employee Benefits, Events

Sponsored by United Agencies Insurance

Please join us on Tuesday, Sept. 15, 2020, 10:30AM to 11:30AM (PDT) for an educational, insightful webinar entitled, “From Chaos to Clarity: The Case for Optimism.”

We will take an in depth look at how the pandemic and the upcoming election has impacted our businesses, investments and 401k’s, and how we can benefit from long term strategies. There are a number of potential outcomes in front of us. We will discuss the tools and options that you can use confidently to move forward personally and professionally.

Employers also need to be aware of upcoming changes to the CalSavers program and deadlines – have you taken a look at your 401k plan lately? Do you have a 401k? The State of California is requiring Employers with over 100 employees to offer a retirement savings program by no later than September 30, 2020, and if you have over 50 employees you have until June 30, 2021. Let’s make sure you are compliant!

John Vance founded Vance Wealth, a premier financial planning practice, with the mission to help others achieve more. As a CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor, he’s passionately committed to helping clients succeed at every step of their financial journey. John has firmly established himself as a thought-leader in the financial services industry. In the community, John serves on the board of Single Mothers Outreach and the SCV Chamber of Commerce.

Jason Lane, Director of Retirement Plans at Vance Wealth, has worked in the financial service industry for over 20 years. Jason is devoted to helping business owners and their employees receive a 401k plan customized to their unique goals.

About Vance Wealth: Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping clients and families succeed at every step of their financial journey. Serving Southern California, the team delivers innovative and comprehensive wealth management strategies precisely customized to each client’s goals and needs. Our mission is to help our clients and families succeed at every step of their financial journey, inspiring them to achieve more.

After registering, you will receive a confirmation email containing information about joining the webinar. For any issues or questions contact Sarah Prince via email. We hope you can attend!

Webinar brought to you by United Agencies via GoToWebinar® / Webinars Made Easy®.
Photo image via Shutterstock.

Have Questions or Interest in Our Upcoming Webinar?

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