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November Monthly Gathering: Finding Financial Balance

  • New York Life Building 6200 Bridge Point Parkway Austin, TX, 78730 United States (map)

Most people today practice some form of "vertical diversification", that is, the diversification of risk. However, risk allocation is just part of the story.

This interactive workshop will help attendees discover the value of proper "horizontal diversification", which is the diversification of tax treatments, the potential rewards associated with such a strategy, and how to integrate the concept into their own personal planning.

Join us and Rey Stoddart, Jamaican-American and the first African-American partner in the Austin market of New York Life Insurance Company, in finding your financial balance! This event is free and open to all. Austin Caribbean Cultural Exchange members will receive a free financial check up with Keisha Gillis, licensed financial planner.