Finding Financial Balance - Merging strategies of asset allocation with tax-diversity

Light snacks and beverages served!
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.