Attendees to this Workshop will Learn the Strategies Wealthy People have used to Create Generational Wealth.

•        Budget management, estate planning, business planning, protection solutions, wealth management.

•        The importance of saving money, and the importance of protecting money.

•        Explanation of a balance sheet (corporate) and personal balance sheet.

•        Discussion on investing.

•        The difference between stocks, bonds, cash and equivalents.

•        How much money do you need to start investing?

•        The difference between term and whole life insurance.

•        How life insurance fits into your overall investment portfolio.

•        How life insurance can serve as mortgage protection.

•        Retirement planning.

•        Explanation of 401K, IRA, Roth IRA & annuities.

•        Home Ownership Process

•        Mortgages, Grants, Credit, Home Loan Pre-Approval Process

Presented: Kristen Irby & Phillip-Neri Benn

Date: Monday January 7th

Time: 5:45 pm to 7:45pm

Guardian Life Insurance Company

7 Hanover Square, New York, NY 10004

15th floor

Please arrive early to be processed by security

Light refreshments will be served

Everyone must reserve their seats via email by January 3rd


For additional information contact: Phillip-Neri Benn Realtor Associate via text or phone call: 347-526-3501

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s