Finding Financial Balance: Merging strategies of asset allocation with tax diversity
Be my Guest at this informative event:
Most people practice some form of “vertical diversification,” this is diversification of risk. But risk allocation is just part of the story.
This interactive workshop will help attendees discover the value of proper “horizontal diversification,” that is, diversification between tax treatments; the potential rewards associated with such a strategy; and how to integrate the concept into their own personal planning.
Date: Wednesday, March 4th
Company: New York LIfe-Fort Collins
Location: 3003 E. Harmony Road, Suite 110 Fort Collins, CO 80528