Eddie Wall, California licensed agent for New York Life Insurance Company, will present a one hour session; Finding Financial Balance - Merging strategies of asset allocation with tax-diversity. Whether you hear it from your banker, your accountant or your financial planner, they all tend to speak in terms of risk diversification. And most reasonable people agree that diversifying risk is a good idea. But why is it a good idea?

Most people today practice some form of "vertical diversification", that is, diversification of risk. But, risk allocation is just part of the story to create a wealth strategy. 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 your own personal & business planning.