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.
Aug 15, 20256:00 PM - 9:00 PM
Aug 17, 20253:30 PM - 7:30 PM
Aug 18, 202510:00 AM - 5:00 PM
Aug 19, 202512:00 Noon - 1:00 PM
Aug 20, 202512:00 Noon - 1:00 PM
Aug 20, 20254:00 PM - 6:00 PM
