Financial Planning Workshop
You are invited to attend...
Finding Financial Balance, Merging strategies of asset allocation with tax-diversity
What you will learn:
Most people today practice some form of "vertical diversification" that 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, diversififaction between tax treatments; the potential rewards associated with such a strategy; and how to integrate the concept into their own personal planning.
We are confident that the content reviewed in this Macro Asset Perspective workshop will prove to be of tremendous value for you.
Pizza and soft drinks will be provided!
Watch this video for a brief introduction to the Macro Asset Perspective: introduction to the Macro Asset Perspective
Date and Time
Location
Hosts
Registration
- Date: 19 Jun 2018
- Time: 06:00 PM to 07:00 PM
- All times are (GMT-06:00) US/Central
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- New York Life Insurance Company
- 1625 Boyson Rd Ste 200
- Hiawatha, Iowa
- United States 52233
- Starts 25 May 2018 09:08 AM
- Ends 19 June 2018 06:00 PM
- All times are (GMT-06:00) US/Central
- No Admission Charge
Speakers
Our Speaker tonight will be Roger Carlson.
Roger's Biography:
I was born and raised on a farm in southwestern Iowa. I graduated from Iowa State University with an Electrical Engineering degree from Iowa State University and received my MBA from the University of Iowa. Prior to joining New York Life, I worked as an engineer in the home and commercial appliance industry. I have been a member of IEEE for 43 years.