Free Workshop: Finding Financial Balance with tax diversity

Feb 28, 2020 | Member News

Finding Financial Balance
Merging strategies of asset allocation with tax-diversity

You’ll learn:
Most people today practice some form of “vertical diversification,” that is, diversification of risk. But risk 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
Time: 6:00-7:00pm
Company: New York Life
Location: 3003 E Harmony Road Suite 110 Fort Collins, Co 80528