Macro Balance Investment Strategy Workshop
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Macro Balance Investment Strategy Workshop

By Bianca O'Brien, CLF, CLTC, LUTCF, Managing Partner

Discover how a macro balance investment strategy mayhelp you build and keep more retirement assets.

Date and time

Location

333 Earle Ovington Blvd

333 Earle Ovington Boulevard Uniondale, NY 11553

Good to know

Highlights

  • 2 hours
  • In person

About this event

Business • Investment

Discover how a macro balance investment strategy may help you build and keep more retirement assets.


Join us for a free seminar where we will discuss:


· How including nontraditional

assets may help mitigate “tax

drag” on your overall portfolio

and future retirement income

· How to overcome the blind

spots of traditional risk

diversification and how to use

the right amount of risk to your

advantage

· The benefits of New York Life’s

macro balance strategy and

how we can work together to

create a customized strategy

for your financial portfolio

Organized by

Free
Oct 22 · 6:00 PM EDT