Bolder Young Professionals Lunch and Learn

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Name: Bolder Young Professionals Lunch and Learn
Date: August 7, 2018
Time: 11:30 AM - 1:00 PM MDT
Registration: Register Now
Event Description:

When: Tuesday, August 7, 2018
(11:30 - noon - networking/order lunch; noon-1pm - presentation and Q&A)
Where: Boulder Chamber, 2440 Pearl St
Cost: $20, includes lunch, networking opportunity and professional development presentation

Join us for our Bolder Young Pros Professional Development luncheon with Jack Madden, Agent, New York Life Insurance Company. He will present on Finding Financial Balance: Merging strategies of asset allocation with tax-diversity.

What you will learn: Most people today practice some form of "vertical diversification" that is, diversification of risk. But, risk allocation is just part of the story. 

This interactive workshop will help attendees discover the value of proper "horizontal diversification" that is: diversification between tax treatments, the potential rewards associated with such a strategy; and how to integrate the concept into their own personal planning.

Click here to view seminar invitation

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Location:
Boulder Chamber, 2440 Pearl St
Date/Time Information:
Tuesday, August 7, 2018
11:30am-1:00pm
​11:30 - noon (networking/order lunch)
noon- 1 (presentation, q&a)
Contact Information:
Send an Email
Fees/Admission:
$20 - includes Lunch, Training Session and Networking Opportunity
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