New York Life - How to Make Your Nest Egg MORE Tax Efficient
Thursday, October 24, 2024 (2:00 PM - 4:00 PM) (PDT)
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CLASS CANCELLED. PLEASE WATCH OUR CALENDAR FOR MORE IMPORTANT CLASSES.
Please join us as we present George Porter, Financial Professional with New York Life and Melissa Gozukizilm, Financial Advisor Fiduciary with New York Life Insurance Co., NYLIFE Securities LLC. Not only has Melissa been an Independent Financial Advisor since 2009. Melissa has the distinction of being recognized as a member of the Million Dollar Round Table and is a President’s Council Member. Together George and Melissa will go over "How to Make Your Nest Egg Tax Efficient". Points covered: • Retirement for Small Business Owners. • Which retirement plan is right for you? • How to self-fund your own retirement plan. • Writing off retirement contributions. • Maximizing annual tax deductions. This is a free presentation for our members – don’t ignore this opportunity.
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