Most people today practice the concept of “vertical diversification,” that is; diversification of risk.
But risk allocation is just part of the story. This interactive workshop will help you discover the value of diversification between tax treatments, the potential rewards associated with such a strategy and how to integrate the concept into your own personal planning.
Presented by Francisco Cayere, Registered Representative and Agent, NYLIFE Securities LLC Member FINRA/SIPC, A Licensed Insurance Agency, New York Life Insurance Company.
Please register at fcayere@ft.newyorklife.com or call 425.462.4943.