Addressing the Six Key Areas of Capital Accumulation and Protection
You are invited to attend Addressing the Six Key Areas of Capital Accumulation and Protection, a complimentary, informational workshop, designed specifically to address the six key areas to accumulate and protect your capital.
What you will learn:
• How to:
o increase asset protection
o reduce income tax liability,
o enhance retirement planning,
o decrease capital risk,
o protect income, and
o reduce estate cost.
• How to use a checklist to analyze your current plan.
Seminar Workshop and Sales Presentation: Sponsored By:
David Grebber Corporate, Vice President Advanced Planning Group
Jimmy Murphy, RICP®, LIFE Product Consultant, NE Zone
Agent Daniel Oppenheim
CA Ins. Lic. #0l33344
Agent, New York Life Insurance Company
Thursday, June 8th, 2017
New York Life
777 Westchester Ave. 4th Floor
White Plains, NY 10604
Attendance is limited.
RSVP – Doppenheim@ft.newyorklife.com