Tax Favored Investing

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Tax Favored Investing
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Tax Favored Investing says
You know a lot about medicine. But retirement planning is a whole other specialty.

That's where we come in. Our strategies can help medical professionals like you achieve your retirement planning goals. Now you can learn more about them at an upcoming workshop.

Discover how to set personal goals, manage risk, and identify your personal needs for retirement savings.

Join us for "Tax Favored Investing" on the evening of October 19th at Cocina 214 in Winter Park. The reception starts at 6:00PM and the workshop will begin at 6:30PM.

Space is limited, RSVP to confirm your attendence. RSVPs can be sent to typao@ft.newyorklife.com.
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By: Kristin Mohr, Financial Services Professional with NYLife Securities LLC