Merging strategies of asset allocation with tax-diversity
Presented

What you will learn:
You likely already practice some form of risk balancing. But risk is just part of the story. This workshop will help you discover the added dimension of proper tax balancing, the potential to help you build and keep more retirement assets, and how to integrate the concept into your own personal strategies.

Thursday, October 1, 2026
6:00 – 7:30
Adega Gaucha Brazilian Steakhouse
8204 Crystal Clear Lane #1700 Orlando FL 32809

Presented by: Jackie Caldwell, CLU RICP, Senior Life Solutions Consultant
Hosted by: Financial Professionals of Orlando General Office
New York Life Insurance Company

This is an informational and insurance sales presentation. Neither New York Life Insurance Company provide accounting, tax or legal advice. Consult with a professional advisor for advice in these areas.