Our Calendar

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 FINANCIAL BINGO EVENTS 2016

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The Advice Center invites you to join us for our Financial Bingo Games. Certified Financial Planner, Tom Wood developed Financial Bingo as a fun way for his existing clients and those seeking a financial advisor to get to know Tom and our firm, The Advice Center better. Join us for Financial Bingo to Win prizes and enjoy good food. You'll have a fun evening playing a game like bingo only with investment & financial topics and you'll get to know a financial advisor that cares about his clients. Financial Bingo is easy, no investment knowledge is required! Anyone over 21 with an interest in investments or money can join us for a chance to win prizes and get acquainted! Sign up and win great prizes. Scroll below to view our upcoming Financial Bingo events! as well as other Financial Seminars we may have planned!

 

  Location: Sailing Boat Restaurant June 30th at 7:00 PM

     Financial Bingo with "Great Food and Fun Prizes" 

Time & Date: Thursday June 30th at 7:00 PM

Place: Sailing Boat Restaurant 2772 Churn Creek Dr Redding, CA

 

In addition to our fun filled Financial Bingo with great food and prizes, Tom Wood, a Certified Financial Planner and Enrolled Agent with over 20 years experience will help answer your financial questions.  Often Tom is joined by other local accountants and attornies so in addition to a fun evening, Tom will take time for you to ask your tax, investment or other financial questions. 

Call 244-7526--that's (530) BIG-PLAN for Reservations

 

Bring your friends or family for a great night! Whether your seeking a financial advisor or not, join us for Financial Bingo and get to know an advisor that cares about his clients--while having a fun night! And this month's event we host "ASK YOUR FINANCIAL QUESTIONS NIGHT"  Join us for fun, food, prizes and a chance to ask you tax and financial questions.

 

Call 244-7526--that's (530) BIG-PLAN for Reservations

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Securities offered through  Royal Alliance Associates, Inc., Member FINRA/SIPC.  Investment Advisory Services offered through WHJR  Associates, a registered investment advisor not affiliated with Royal Alliance Associates Inc. Tax Advice is through,The Advice Center- not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor. Guest speakers are also independent not affiliated with Royal Alliance Associates Inc or The Advice Center.

 

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Long-Term Care Seminar & Luncheon

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    Location: Tortilla Flats Restaraunt 2800 Park Marina Blvd Redding, CA

 

    Date & Time:   Thursday July 28th, 2016 at 12:30 Noon

 "Planning for Long-Term Care"

Discussion on Long Term Care Insurance and How to Plan for the Potential High Costs of Long Term Care during Retirement.

Learn about Long-Term Care Insurance as well as alternatives for protecting your retirement savings.  You worked hard all your life to save the assets you need for retirement and to possibly leave a legacy to your loved ones, don't let the high costs of Long Term Care use up your retirement assets and deprive you or your loved ones the future you envisioned!  Join us at either of our upcoming "Long Term Care" seminars to see how:

  • Medicare Will Not Pay for LTC!
  • To Avoid Depleting Your Assets!
  • Nuts and Bolts about LTC Insurance!
  • To Leverage Your Assets Available for Long Term Care!
  • Save Taxes by Effective Planning!
  • Get Tax Deduction for Long-Term Care Insurance!
  • How to Receive Tax-Free Income for LTC Expenses!

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Location: Tortilla Flats Restaraunt 2800 Park Marina Blvd Redding, CA

Date & Time:   Thursday July 28th at 12:30 Noon (PM)

BRING YOUR FRIENDS INTERESTED IN Protecting Their Assets and Maintaining Their Independence!!

 

Locations Vary Each Month) Call (530) 244-7526 -THAT's 244-PLAN for Information

       

      

   Join Us for Our Other  2016 Events -

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 FINANCIAL BINGO EVENTS 2016

*********************************************************

The Advice Center invites you to join us for our Financial Bingo Games. Certified Financial Planner, Tom Wood developed Financial Bingo as a fun way for his existing clients and those seeking a financial advisor to get to know Tom and our firm, The Advice Center better. Join us for Financial Bingo to Win prizes and enjoy good food. You'll have a fun evening playing a game like bingo only with investment & financial topics and you'll get to know a financial advisor that cares about his clients. Financial Bingo is easy, no investment knowledge is required! Anyone over 21 with an interest in investments or money can join us for a chance to win prizes and get acquainted! Sign up and win great prizes. Scroll below to view our upcoming Financial Bingo events! as well as other Financial Seminars we may have planned!

 

  Location: Tortilla Flats Restaurant - August 30th at 7:00 PM

     Financial Bingo with "Great Food and Fun Prizes" 

Time & Date: Tuesday August 30th at 7:00 PM

  Location: Tortilla Flats Restaraunt 2800 Park Marina Blvd Redding, CA

 

In addition to our fun filled Financial Bingo with great food and prizes, Tom Wood, a Certified Financial Planner and Enrolled Agent with over 20 years experience will help answer your financial questions.  Often Tom is joined by other local accountants and attornies so in addition to a fun evening, Tom will take time for you to ask your tax, investment or other financial questions. 

Bring your friends or family for a great night! Whether your seeking a financial advisor or not, join us for Financial Bingo and get to know an advisor that cares about his clients--while having a fun night! And this month's event we host "ASK YOUR FINANCIAL QUESTIONS NIGHT"  Join us for fun, food, prizes and a chance to ask you tax and financial questions.

 

Call 244-7526--that's (530) BIG-PLAN for Reservations

**

Securities offered through  Royal Alliance Associates, Inc., Member FINRA/SIPC.  Investment Advisory Services offered through WHJR  Associates, a registered investment advisor not affiliated with Royal Alliance Associates Inc. Tax Advice is through,The Advice Center- not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor. Guest speakers are also independent not affiliated with Royal Alliance Associates Inc or The Advice Center.

 

 

 

 

Past Events

 

  Our Annual Christmas Party is our way to say thank you to our valued existing clients and to Welcome new clients to The Advice Center.  If your an existing client or seeking a new investment advisor, join us for our annual Christmas Dinner Partys.

 

 

 

 

 

 

 

 

 

 

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ONGOING CONSULTATIONS

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Join us for individual consultations on tax planning for INVESTORS.  Many investors or advisors focus attention only on potential returns or what fees you may pay on your investment portfolio.  They may worry about lowering expenses by 1/4%. Yet taxes can eat up to more than 40% of your investment returns.  As a tax professional, Tom Wood-Certified Financial Planner and Enrolled Agent can discuss how understanding the tax rules affecting investors may save you money off your tax bill!

 

Learn How to:

        * Potentially Lower Taxes on Investments

        * Potentially Lower Taxes on Your Social Security Income

         * Potentially Increase your After Tax Income

        * Should I Convert to a Roth IRA?

        * Potential Tax Advantages/Disadvantages of Various Types Investments   

       * Using Capital Assets Tax Rates to Lower Your Tax Bill

 

Time: At Your Convenience.

Place: The Advice Center 1915 Bembow Drive - Redding, CA

Sign-up by calling (530)244-7526 or Fax (530)224-1394

 

 

 

 

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We Provide other Public Seminars on Investing, Retirement Planning, Tax Planning, and Topics of General Interest such as  techniques to help lower investment risks and improve potential returns or on how to rollover your previous employer's 401(k) or other retirement plan into an IRA without paying taxes.

While no seminars are scheduled at this time following are some seminars we've given.

If your group or firm wants a professional to address your group call us to see if we can accomodate your needs or watch for one of our Special SMART MONEY Seminars on various Investing and Retirement Planning Topics. 

 

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PUBLIC INVESTMENT, INSURANCE, & RETIREMENT SEMINARS

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Seminar # 1:   "Planning for Long-Term Care"

Discussion on Long Term Care Insurance and How to Plan for the Potential High Costs of Long Term Care during Retirement.

Learn about Long-Term Care Insurance as well as alternatives for protecting your retirement savings.  You worked hard all your life to save the assets you need for retirement and to possibly leave a legacy to your loved ones, don't let the high costs of Long Term Care use up your retirement assets and deprive you or your loved ones the future you envisioned!  Join us at either of our upcoming "Long Term Care" seminars to see how:

  • Medicare Will Not Pay for LTC!
  • To Avoid Depleting Your Assets!
  • Nuts and Bolts about LTC Insurance!
  • To Leverage Your Assets Available for Long Term Care!
  • Save Taxes by Effective Planning!

 ***************************  Redding, California ***********************

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Date:  TBA - None Scheduled at this time 

Times: 6:30 PM

Place: The Advice Center 1828 South Street   •  Redding, CA

Cost: Free with Advance Reservations

Call 244-7526 for a Reservation or E-Mail us to be put on our list.



Tom Wood is a licensed insurance agent in California, Insurance Lic # 0B85106 and Arizona 79630.  Insurance products will be discussed along with general financial topics surrounding long term care at both Long Term Care Seminars..

 

Seminar # 2 "Retirement Plans for Businesses" How to Help Reduce Your Tax Liabilities.

Learn how you can help reduce taxes and prepare for your future retirement. Learn about tax credits, tax deductions and investment considerations such as mutual funds when choosing which retirement plan is right for your business! Topics include: * How Much Can I deduct? * Why Start a Retirement Plan? * How much will it Cost? * Which Plan is Best for me? * How can I reduce my tax bill? * What employees are included?

Time: TBA 

Place: 1828 South Street Redding, CA

Sign-up by calling (530)244-7526 or Fax (530)244-3640


Seminar # 3 "IRA Rollovers"

Learn the advantages or disadvantages of moving your retirement plan from a former employer's retirement plan. What are the risks of leaving your money in your employer's plan? How can you gain more control over your investments? Discuss how to consolidate all your IRAs and your 401(k)s tax-free into one easy to manage account. This presentation will include a discussion of products such as mutual funds.

Time: TBA - No Seminars Scheduled at this Time
Place: 1828 South Street
Cost: Free for all IRA or Retirement Plan Owners


Call 244-7526 for a Reservation or E-Mail us to be put on our list.


For more information on variable annuities or mutual funds, or to request a prospectus for a specific product, please contact me at (530) 244-7526. The prospectus contains specific information about the investment objectives, specific risks, and charges and expenses associated with a mutual fund and a variable annuity contract and underlying funds. Investors should read the prospectus carefully and consider the costs and investment objectives before investing.


 

 

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CONTINUING EDUCATION SEMINARS for ATTORNEYS & CPAs
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Earn 1 hour of APPROVED MCLE credit by attending our seminars:

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Seminar # 1 "Retirement Plans For Attorneys & Professionals:
Taxation, Participation, and Contribution Limits
of Business Retirement Plans"


Compares various retirement plan funding requirements and tax
and legal limits.

Time: Date to be announced at later date

Place: 1828 South Street Redding, CA

Sign-up by calling (530)244-7526 or Fax (530)244-3640

**** Continental Breakfast Served **
**** Free with Advance Registration, $15 if Registered at the door ***