Guest: Conference Speaker Bennie M. Currie

For colleagues already established or approaching retirement age, it’s vital to have a strong financial plan and retirement options in mind before they are needed. Find out how to build a more-secure future for yourself and your freelance business in this practical session.

Here’s what you can expect to learn in this class:

• Vertical and horizontal diversification

• Tax diversification

• Taxable events

• How to examine activities

• Value of the rainy-day fund

• Savings adjusted for inflation

• Planning for the future in increments

• Income stream diversification

Duration: 1 hour, 34 minutes

Bennie M. Currie is a former journalist and former private and public-sector PR professional who used to put words in the mouth of former Chicago Mayor Richard M. Daley (only the good words!). He was in corporate communications with FedEx for many years and is now a principal in MBC Financial Strategies and a Registered Representative with NYLIFE Securities LLC, a member of FINRA/SIPC, a licensed insurance agency, through which he helps business owners, professionals and families grow and protect what matters most to them financially. Bennie uses a unique, non-fee-based, educational approach to tax-efficient planning called the Macro Asset Perspective (MAP). He provides proven, dependable ways to help protect a freelancer’s lifestyle and future and prepare for major financial events such as paying for college, saving for retirement or caring for an aging relative.