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April 26, 2017 @ 5:30 pm – 7:00 pm America/Chicago Timezone

Asset Allocation & Diversification Strategies for Retirement

Most people today practice some for of “vertical diversification”, or diversification of risk. But allocation is just part of the story.
This interactive workshop will help attendees help discover the value of proper “horizontal diversification”, meaning diversification between tax treatments. Potential rewards associated with this type of strategy will be discussed, as well as how to integrate this concept into your own personal planning.

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