Upcoming Events

Monday November 2 Six Key Areas Workshop/Seminar

Thank you for your interest in our Monday November 2 Addressing Six Key Areas of Capital Accumulation and Protection workshop.  We are excited to have you join us.

In this lively hour long Lunchtime workshop I will introduce you to some valuable information on improving your Financial Wellness during these challenging times, and then bring on our special guest presenter, New York Life Advanced Planning Consulant, Melissa Winn, JD to discuss our exclusive Six Key Areas planning process.

Melissa and I will teach you about how you can: 

  • Protect your income
  • Increase asset protection
  • Reduce income tax liability
  • Enhance retirement planning
  • Decrease capital risk
  • Reduce estate cost

And, we will be available to answer your questions and concerns.

Click Here for 11/2 ZOOM Registration

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. © 2020 New York Life Insurance Company. All rights reserved. SMRU 1602403 (exp. 04.01.2021)

When: Monday, November 2, 2020 - Noon PDT
Where: Online Zoom Event (link in the description)
Host: Harris Kagan, CLU, ChFC, RICP
Phone: 310-663-4637
Directions: Please login at 11:55 AM so we have time to admit you to our Zoom room.
 

Monday November 16 Six Key Areas Workshop/Seminar

 

Thank you for your interest in our Monday November 16 Addressing Six Key Areas of Capital Accumulation and Protection workshop.  We are excited to have you join us.

In this lively hour long Lunchtime workshop I will introduce you to some valuable information on improving your Financial Wellness during these challenging times, and then bring on our special guest presenter, New York Life Advanced Planning Consulant, Melissa Winn, JD to discuss our exclusive Six Key Areas planning process.

Melissa and I will teach you about how you can: 

  • Protect your income
  • Increase asset protection
  • Reduce income tax liability
  • Enhance retirement planning
  • Decrease capital risk
  • Reduce estate cost

And, we will be available to answer your questions and concerns.

Click Here for 11/16 ZOOM Registration

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. © 2020 New York Life Insurance Company. All rights reserved. SMRU 1602403 (exp. 04.01.2021)

When: Monday, November 16, 2020 - Noon PDT
Where: Online Zoom Event (link in the description)
Host: Harris Kagan, CLU, ChFC, RICP
Phone: 310-663-4637
Directions: Please login at 11:55 AM so we have time to admit you to our Zoom room.
 

Monday November 30 Six Key Areas Workshop/Seminar

Thank you for your interest in our Monday November 30 Addressing Six Key Areas of Capital Accumulation and Protection workshop.  We are excited to have you join us.

In this lively hour long Lunchtime workshop I will introduce you to some valuable information on improving your Financial Wellness during these challenging times, and then bring on our special guest presenter, New York Life Advanced Planning Consulant, Melissa Winn, JD to discuss our exclusive Six Key Areas planning process.

Melissa and I will teach you about how you can: 

  • Protect your income
  • Increase asset protection
  • Reduce income tax liability
  • Enhance retirement planning
  • Decrease capital risk
  • Reduce estate cost

And, we will be available to answer your questions and concerns.

Click Here for 11/30 ZOOM Registration

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. © 2020 New York Life Insurance Company. All rights reserved. SMRU 1602403 (exp. 04.01.2021)

When: Monday, November 30, 2020 - Noon PDT
Where: Online Zoom Event (link in the description)
Host: Harris Kagan, CLU, ChFC, RICP
Phone: 310-663-4637
Directions: Please login at 11:55 AM so we have time to admit you to our Zoom room.
 

Monday December 14 Six Key Areas Workshop/Seminar

Thank you for your interest in our Monday December 14 Addressing Six Key Areas of Capital Accumulation and Protection workshop.  We are excited to have you join us.

In this lively hour long Lunchtime workshop I will introduce you to some valuable information on improving your Financial Wellness during these challenging times, and then bring on our special guest presenter, New York Life Advanced Planning Consulant, Melissa Winn, JD to discuss our exclusive Six Key Areas planning process.

Melissa and I will teach you about how you can: 

  • Protect your income
  • Increase asset protection
  • Reduce income tax liability
  • Enhance retirement planning
  • Decrease capital risk
  • Reduce estate cost

And, we will be available to answer your questions and concerns.

Click Here for 12/14 ZOOM Registration

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. © 2020 New York Life Insurance Company. All rights reserved. SMRU 1602403 (exp. 04.01.2021)

When: Monday, December 14, 2020 - Noon PDT
Where: Online Zoom Event (link in the description)
Host: Harris Kagan, CLU, ChFC, RICP
Phone: 310-663-4637
Directions: Please login at 11:55 AM so we have time to admit you to our Zoom room.
 

Monday December 28 Six Key Areas Workshop/Seminar

Thank you for your interest in our Monday December 28 Addressing Six Key Areas of Capital Accumulation and Protection workshop.  We are excited to have you join us.

In this lively hour long Lunchtime workshop I will introduce you to some valuable information on improving your Financial Wellness during these challenging times, and then bring on our special guest presenter, New York Life Advanced Planning Consulant, Melissa Winn, JD to discuss our exclusive Six Key Areas planning process.

Melissa and I will teach you about how you can: 

  • Protect your income
  • Increase asset protection
  • Reduce income tax liability
  • Enhance retirement planning
  • Decrease capital risk
  • Reduce estate cost

And, we will be available to answer your questions and concerns.

Click Here for 12/28 ZOOM Registration

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. © 2020 New York Life Insurance Company. All rights reserved. SMRU 1602403 (exp. 04.01.2021)

When: Monday, December 28, 2020 - Noon PDT
Where: Online Zoom Event (link in the description)
Host: Harris Kagan, CLU, ChFC, RICP
Phone: 310-663-4637
Directions: Please login at 11:55 AM so we have time to admit you to our Zoom room.