Financial Planning Gaps and Opportunities

Informational Seminar hosted by Cedric Joins*, New York Life Insurance Company. Program features Gerald Gaeta, J.D., MSFS and Corporate Vice President with the New York Life Advanced Planning Group. The seminar will cover current strategies for Income Tax Planning, Retirement, Asset Protection, and Estate Planning. For my guests admission is free and includes lunch and validated parking.

Please RSVP to nasatrian@ft.newyorklife.com

*CA Insurance License 0B86104