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Addressing 6 Key Areas of Capital Accumulation and Protection
You are invited to attend Addressing Six Key Areas of Capital Accumulation and Protection, a complimentary workshop, designed to address six key areas of accumulating and protecting your capital.

You will learn how to:

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

Nov 2, 2020 12:00 PM in Pacific Time (US and Canada)

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Speakers

Harris Kagan, CLU, ChFC, RICP
Financial Planner @Eagle Strategies
Since 1985 I have been dedicated to the process of Protection First Planning for the insurance, investment, and financial life planning needs of successful families and entrepreneurs from Pacific Palisades to Palos Verdes to Pasadena to Porter Ranch. We work with people of means who value professional advice and guidance: * Protecting those you love, what you earn, what you own, and your business * Planning for life's biggest transitions, on your timeline * Partnering with you to create the best possible life with the money you have
Melissa Winn, JD, LL.M
Advanced Planning Consultant @New York Life
Supports New York Life agents in her role as an Advanced Planning Consultant. Melissa is a skilled specialist, collaborating with agents and their high net worth and business owner clients in the areas of succession planning and wealth transfer techniques, qualified plans, and executive benefits. Melissa earned her J.D. from William & Mary Law School in Williamsburg, Virginia; her LL.M. in Taxation, with a concentration in the taxation of trusts and estates, from New York University School of Law; and her B.A. (magna cum laude) in English literature from Wellesley College in Wellesley, Massachusetts. Melissa is fluent in French and conversational in Japanese.