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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
December 01, 2004 at 07:00 PM
NU Online News Service, Dec. 1, 2004, 3:39 p.m. EST
New York Life Insurance Company is participating in a financial planning workshop series aimed mainly at African-American small business owners.[@@]
Organizers of the Building Wealth Tour held the first planning workshop today in Arlington, Va. More workshops are scheduled for Chicago, Los Angeles and other cities.
Workshop speakers will cover topics such as key-person insurance coverage, buy-sell funding, business succession planning, retirement planning and estate planning.
Speakers also will talk about strategies for reaching financial independence.
New York Life joined to develop the workshop series with the National Black Chamber of Commerce, Washington, and Lord Abbett & Company L.L.C., Jersey City, N.J., a money management firm.
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