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Tuesday May 9, 2017 Go To Top
misc_none 7:00 PM  -  8:30 PM Managing Your Assets Remind Me about this Event Download Event Info Tell a Friend
   

Managing Your Assets

 

Fremont Main Library

Tuesday, May 9, 2017

7:00 p.m - 8:30 p.m.

 

Maximize the effectiveness of your income and retirement planning with a clear and concise model showing where assets should be positioned and why. This balanced approach combines principles of risk management with sensible strategies for long-term tax-reduction giving the potential to increase one’s net spendable income in retirement.

Implement real change in areas such as savings, investing, retirement and estate planning and orchestrate your complete personal money management. Use tax strategies* which potentially increase the amount of income available to you when needed. 

Join Kyle Kurahara, CA Insurance # 0G22625 and Jenny Po Wah Yu, CA Insurance # 0G10915, agents with New York Life Insurance Company, Financial Service Professionals with NYLIFE Securities, LLC and Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser.

This free seminar is sponsored by the Fremont Chamber of Commerce and the Fremont Main Library.

*Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

 

 Contact: Fremont Main Library Information Desk (510) 745-1401

Location: FREMONT BRANCH - Get Directions
 

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