☕ Cafecito & Conversaciones | Finding Financial Balance

Good coffee. Meaningful conversations. A little more clarity about your financial future. ☕💙
I'm excited to partner with my fellow members of the LULAC Young Professionals Council #22572 for a morning of cafecito, conversaciones, and financial education right here in Pleasant Grove!
🏡 FINDING FINANCIAL BALANCE
Merging strategies of asset allocation with tax diversity.
You likely already practice some form of risk balancing. But risk is just part of the story.
During our conversation, we'll explore:
☕ Tax Balancing: The added dimension of proper tax balancing.
📈 Retirement Assets: The potential to help you build and keep more retirement assets.
🧩 Personal Strategies: How to integrate these concepts into your own personal strategies.
Whether you're beginning to think about retirement or already planning for the years ahead, I'd love for you to join us.
📅 Saturday, November 7, 2026
🕙 10:00 AM – 11:00 AM
📍 Morelia Restaurant #2
1034 S Buckner Blvd, Dallas, TX 75217
A little about me: Before becoming an Agent with New York Life Insurance Company, I spent nearly two decades working in corporate strategy and marketing for Fortune 50 companies. Today, I bring that same strategic mindset to helping families, professionals, and business owners make more intentional decisions about their financial future.
As an advocate of LULAC Young Professionals, I'm especially passionate about bringing financial education and meaningful conversations into our comunidad.
Come for the cafecito, stay for the conversaciones! ☕💙
🌐 www.johnvaladez.com | [email protected]
This is an informational and insurance sales presentation. Neither New York Life Insurance Company nor its agents provide accounting, tax, or legal advice. Consult with a professional advisor for advice in these areas.
New York Life Insurance Company (NY, NY).
SMRU 8038161 (exp. 5/12/2027)