New York Life's Macro Balance Strategy Workshop, 15 October | Event in Anaheim | AllEvents

New York Life's Macro Balance Strategy Workshop

New York Life, Anaheim General Office

Highlights

Wed, 15 Oct, 2025 at 05:30 pm

1.5 hours

2400 E Katella Ave ste 800

Free Tickets Available

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Date & Location

Wed, 15 Oct, 2025 at 05:30 pm to 07:00 pm (GMT-07:00)

2400 E Katella Ave ste 800

2400 East Katella Avenue, Anaheim, United States

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About the event

New York Life's Macro Balance Strategy Workshop
Finding Financial Balance by Merging Strategies of Asset Allocation with Tax-Diversity.

About this Event

You likely already practice some form of risk balancing. But risk is just part of the story…

This workshop will help you discover the added dimension of proper tax balancing, the potential to help you build and keep more retirement assets, and how to integrate the concept into your own personal strategies.



Agenda


🕑: 05:30 PM
Dinner/Reception

🕑: 06:00 PM
Macro Balance Strategy Workshop


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Ticket Info

Tickets for New York Life's Macro Balance Strategy Workshop can be booked here.

Ticket type Ticket price
General Admission Free
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Nearby Hotels

2400 E Katella Ave ste 800, 2400 East Katella Avenue, Anaheim, United States
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Host Details

New York Life, Anaheim General Office

New York Life, Anaheim General Office

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New York Life's Macro Balance Strategy Workshop, 15 October | Event in Anaheim | AllEvents
New York Life's Macro Balance Strategy Workshop
Wed, 15 Oct, 2025 at 05:30 pm
Free