Are you on track with your retirement goals? Don’t worry, it’s never too late. Whether you are a solo entrepreneur, a business owner, or an employee, there will be something for you to learn at this event. Join us to:
-Learn about all the various retirement saving options available
-Identify options for yourself as an individual and as a business owner
-Understand tax-deferred accumulation
-Gain the knowledge you need to improve your company’s plan for 2023
-Discover possible tax deductions, and learn about options for tax-free income
This 45-minute session will generate the next steps to reach your retirement goals.
This seminar is for informational purposes only. Neither New York Life Insurance Company nor its agents are in the business of giving tax, legal, or accounting advice. Attendees should consult their own professional advisors to determine the appropriateness of any course of action.
About Presenter Mary Blanchett (she/her)
For 10 years, Mary Blanchett has been analyzing her clients’ financial needs and recommending appropriate solutions. She is licensed to sell insurance as an Agent with New York Life Insurance Company and as a Registered Representative* with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life company, she is registered to sell securities products to individuals and groups in multiple states. Information on life insurance, long term care insurance, and investments are discussed as parts of the individual’s retirement strategy. Mary works with small businesses on group health benefits and retirement plans including 401k, SEP IRA and SIMPLE IRA. Mary is dedicated to the LGBTQ+ community by providing information for our financial knowledge and achievement. She is especially proud of her role as an nglccNY Ambassador.
About Moderator Jerry Kajpust, MA, ACC (he/him) | Jerry Kajpust Coaching & Consulting
As a Professional Development Coach, Jerry Kajpust embraces each person's unique humanity, inspiring and empowering them to take professional and personal risks to maximize their potential and unblock barriers. Learn more at www.jerrykajpustcoaching.com.
About Lunch & Learn
Building on the virtual community that has formed as a result of the past couple of years, we are pleased to present our new Lunch & Learn program. Our Lunch & Learns provides a monthly opportunity to learn about various topics presented by Subject Matter Experts (SME) from the nglccNY and network with members that are both in the NYC area and beyond.
Each virtual Lunch & Learn includes a 30-45 minute presentation of a topic from a SME, and will also allow time for networking during a breakout session.
To learn more about the Lunch and Learns, have questions or want to submit an idea of a future Lunch & Learn, please email email@example.com.