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Lunch & Learn: Planning Financial Goals & Benefits

February 11, 2020 @ 12:00 pm 1:00 pm

Brian Barret, a Financial Services Professional at New York Life Insurance Company, will lead this conversation on financial literacy for non-profit leaders and employees. Brian will share his expertise about personal financial strategy and how some benefits through the workplace can support employees financial goals.

Bring your own lunch and join to learn more about:

  • How to protect and save what you earn, owe, own, and love
  • What benefits through employment can help with personal planning and how it helps employee attraction and retention
  • Options that may not be offered through a workplace that employees are seeking privately
  • A strategy to reduce portfolio risk and lower taxes over a life-time.

About Brian

Brian is an expert in insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Brian helps his clients to fully analyze their needs and recommends appropriate solutions. He works with New York Life Insurance Company and other independent unaffiliated insurance companies. He is also a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.