New York Life: Year End Planning Strategies

Important Tax Strategies, Limits and Deadlines

We invite you to attend a free informational workshop designed to help you understand year-end tax, financial and estate planning strategies for individuals and businesses that are often overlooked or misunderstood.

We will cover these primary areas of planning:
1. Retirement Planning: including retirement plan funding, limits and deadlines, asset allocation and business strategies
2. Estate Planning: including wills, trusts, legacy planning, charitable giving and real estate strategies

Don’t let this year end without taking advantage of all of your planning opportunities. Join us on December 5th or schedule a time to meet with your advisor.

Sponsored By:
Peter McAvinn, CLU, CFP CFA, Managing Partner, Boston Office, New York Life Insurance Company

Special Guest Presenter:
Stephen Wilchins, JD, CPA, Founding Partner, Wilchins, Cosentino, Novins LLP

This seminar and insurance sales presentation is for informational purposes only and represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Clients should consult their own professional advisors before implementing any planning strategies.