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July 2020
August 2020
Tackle tomorrow’s problems today: Putting the power of life insurance to work
Did you know: According to the results of the 2020 Insurance Barometer study conducted by LIMRA and Life Happens, the intent to purchase life insurance is at an all-time high, with 36% of Americans saying they intend to purchase life coverage in the next 12 months! Help clients and prospects learn more about how life insurance can fit into their financial well-being by inviting them to a special seminar, titled “Tackle tomorrow’s problems today: Putting the power of life insurance to work,” on August 11 at 6 p.m.…
Find out more »Monthly Meeting
Join Zoom Meeting https://us02web.zoom.us/j/88565338463?pwd=aFZFNERRejcwbGtleWFSRUU1YngxZz09&from=msft Meeting ID: 885 6533 8463 Passcode: 828663
Find out more »September 2020
Structure Your Financial Life
Join us to uncover strategies to help you “Structure Your Financial Life” where we will be providing valuable information, tips and tools to help you achieve financial security. Attendees of this virtual workshop will learn how to build a strong financial foundation. Topics covered will address common questions such as: • Am I saving enough? • Am I covered for that? • How can I keep more of what I earn? All while striving to protect against risk and…
Find out more »Structure Your Financial Life
Join us to uncover strategies to help you “Structure Your Financial Life” where we will be providing valuable information, tips and tools to help you achieve financial security. Attendees will learn how to build a strong financial foundation. Topics covered will address common questions such as: - Am I saving enough? - Am I covered for that? - How can I keep more of what I earn? All while striving to protect against risk and life’s unexpected events. This seminar…
Find out more »Cut your taxes – Now and into the Future
“Taxes will be the single biggest factor that separates people from their retirement dreams.” – Ed Slott. We’re thrilled to be joined again by Ed, CPA and IRA expert, who will share how you can save on taxes now, and over your lifetime, by meeting with your New York Life agent before year-end. He will also address how to lessen (or eliminate) the impact of two silent retirement killers: Debt and Risk. To learn more about Ed Slott, watch our…
Find out more »October 2020
December 2020
The Economy 2021: A Vaccine, a New White House, Explosive Growth.
We are very excited to have expert economic forecaster, former Chief Economist for CNBC and Co-Host of Squawk Box Dr. Marci Rossell, who will present, “The Economy 2021: A Vaccine, a New White House, Explosive Growth.” The virtual seminar will take place on Thursday, December 17 at 4 p.m. Eastern. Watch this promotional video to learn more!
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