You are invited to attend "Coronavirus Aid, Relief, and Economic Security Act", a complimentary workshop on relief that is available, tax benefits, and planning opportunities in light of the recently passed Congressional stimulus plan designed specifically for clients like you to address the sustainability of your business, your ability to retire comfortably, and the financial security of your family in these trying times.
Topics covered include:
* Paycheck Protection Program (PPP)
* Individual Recovery Rebates
* Preferential Access to Qualified Plans and IRAs
Seminar Workshop and Sales Presentation by:
Melissa Winn, JD, LLM, Corporate Vice President,
Advanced Planning New York Life Insurance Company
Southern California General Office
801 S. Brand Blvd.
Glendale CA 91203
This seminar and sales presentation is for informational purposes only. This represents an understanding of generally applicable rules. New York Life Insurance Company, it's agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors prior to implementing any planning strategies.