As part of our commitment to the community, we sponsor educational seminars or lunch and learn sessions on a regular basis.  We believe that an informed investor is key to successful financial planning.  We conduct these sessions either on-site at a client's company location or at a remote location. 

We invite you to schedule one of our sessions listed below or call us at 704-371-8570  to plan a custom event today!  


403(b) Tax Sheltered Annuity Plans
529 Client Seminar Presentation
A Retirement Planning Technique
Building the Bridge That Will Preserve Your Legacy
College Planning Seminar
Estate Conservation - Preserving Your Wealth
Focus on Retirement
Getting Your House in Order
Helping to Reduce Taxes on Social Security Benef
How to Finance a College Education (College Plan
Long Term Care Insurance Presentation
Making The Most of Your IRA Opportunities
Market Watch
Maximizing Your IRA Opportunities
Planning For Your Retirement
Taking Control - A Financial Management Workshop
Ten Common Mistakes in Estate & Business Successio
The 10 Advantages of Donating Life Insurance
The Financial Superhighway 
What You Should Know About Buying Life Insurance
Your Retirement. . . Your Pension. . . Your Option

These seminar presentations are for informational and sales purposes only. Neither New York Life nor any of its agents are in the business of offering tax, legal or accounting advice. Please consult with your own personal advisors for tax, legal or accounting advice.



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