How Will You Fund Your Retirement Lifestyle?

Explore key retirement planning considerations for closely held business owners, including income needs and business value.
About this Event
How Will You Fund Your Retirement Lifestyle?

You are invited to attend How Will You Fund Your Retirement Lifestyle?, a complimentary informational workshop designed specifically to explore the many issues faced by the owner of a closely held business in today’s economic environment.

Topics covered include:

• How an owner can efficiently draw from the business for retirement needs
• Ways to increase the leverage of business earnings
• Critical planning issues that will be faced by the business owner and his or her family at death and retirement

Complimentary Workshop
Advance registration is required.

This seminar and sales presentation is for informational purposes only. This represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors prior to implementing any planning strategies.