Finding Financial Balance
Join us on October 01
You likely already practice some form of risk balancing. But risk is just part of the story…
This workshop will help you discover the added dimension of proper tax balancing, the potential to help you build and keep more retirement assets, and how to integrate the concept into your own personal strategies.
This is an informational and insurance sales presentation. Neither New York Life Insurance Company, provide accounting, tax or legal advice. Consult with a professional advisor for advice in these areas.
Location
Adega Gaucha Brazilian Steakhouse
8204 Crystal Clear Lane, Orlando, FL 32809, USA
Date & Time
October 1, 2026, 6:00 PM - 7:00 PM