Free Educational Seminar: Capital Accumulation and Protection: Six Key Areas

Free Educational Seminar: Capital Accumulation and Protection: Six Key Areas

As a commitment to growing and developing our community relationships we will be continuing our Free monthly seminar program through the 1st Half of 2014 with seminars in April & May. 

This month, Carlos Vicent will be presenting “Capital Accumulation and Protection: Six Key Areas” here at the office.  This seminar is designed to explain the areas of Asset Protection, Retirement Planning, Income Tax Deduction, Investments, Income Protection & Estate Planning in an easy to understand format, discuss the types of vehicles available to prospects to save, invest and protect assets and why sheltering assets for our future years is important.  Please invite your friends, family, clients and business associates that are interested in saving and investing properly for their later years, as well as passing on assets to the next generation in the most tax efficient manner.  Please take advantage of this opportunity!!!

WHEN: Wednesday April 30th 6:30pm-7:30pm

WHERE: New York Life
1967 State Route 34 S, Ste 103, Wall, NJ 07719
(Behind Shogun Legends)

HOW: Invitees MUST RSVP to me by Monday April 28th by phone: 732-403-6392 or email: shtritsch@ft.newyorklife.com

REMINDER…  These seminars will be provided at no cost to you and seating is limited.  Light refreshments will be served.

I look forward to seeing you there!!!