Educational Workshop - Finding Financial Balance

Join us for an educational workshop hosted at our New York Life Fort Collins Office.

The topic of this workshop is Finding Financial Balance - Merging strategies of asset allocation with tax-diversity.

What you will learn:
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.

Also check out other Workshops in Fort Collins.