What you will learn: Most people today practice some form of “vertical diversification” that is, diversification of risk. But risk allocation is just a part of the story.
This interactive workshop will help attendees discover the value of proper “horizontal diversification” that is; diversification between tax treatments; the potential rewards associated with such a strategy; and how to integrate the concept into their own personal planning.
Presented by Frank Mesina, Managing Partner, New York Life Insurance Company Maine.
Jul 01, 2025
Jul 25, 20259:30 AM - 5:00 PM
Jul 25, 20256:00 PM - 9:00 PM
Jul 25, 20255:30 PM - 8:00 PM
Jul 28, 20259:00 AM - 5:00 PM
Aug 01, 20255:30 PM - 8:00 PM
