You are invited to attend...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.
This workshop will be presented by Macro Assset Perspective ® certified financial professionals Aaron Rask and David Manley.
Spots are limited so please RSVP to 303-427-8100 or jessica@blanchardfinancialservices.com
Monday Apr 20, 2015
6:00 PM - 7:00 PM MDT
February 24, 2015 6:00 PM
Blanchard Financial Services 12050 Pecos St, Suite 110 Westminster, CO 80234
Complimentary
Blanchard Financial Services
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