Financial Protection Planning strategies for Growing Families

You’ll learn how certain financial strategies can provide protection and benefits that extend far beyond your lifetime—supporting your family’s future for generations.

Getting married? Having a baby or Buying a home? Attend this workshop to build essential knowledge on life protection planning tools—and also Disability Income Protection and Mortgage Protection — you'll gain knowledge about how they work together or seperate to protect your paycheck, your home, and the lifestyle your family depends on.

Stressed about childs college planning? You’ll explore practical, proven strategies to fund your child’s education while keeping your own savings protected.

• Explore practical ways to protect your income, grow your assets, and secure your family’s financial future.

What You’ll Walk Away With ...

You’ll leave feeling grounded and empowered — able to make educated, confident, and informed decisions about protecting what you’ve worked hard for. You’ll understand how the right protection plan can:

• Keep your household financially stable during life’s unexpected turns
• Preserve your long-term goals and retirement progress
• Shield your retirement savings from being wiped out
• peace of mind for you and the people you love

Bonus

Everyone who attends will receive access to:
🌟 Tools, resources and Zoom Seminars held by Industry experts
🌟 Ongoing 1-on-1 support (optional)
🌟 Periodic financial wellness check-ins (optional)

A perfect opportunity for busy individuals and parents to meet, and connect with a trusted New York Life financial professional. Meet in a relaxed environment to ask questions, gain valuable insights of all the benefits available to fit different stages of life. This is a first step to building a foundation for a secured future. Planning ahead is key to long-term success.