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      Date : Tuesday, June 3, 2025

Location : Golden Unicorn 
                 18 E. Broadway
                 New York, NY 10002

     Time : Registration 5:30pm - 6:00pm
                Buffet dinner served 6:00pm - 7:00pm
                Lecture at 7:00pm - 9:00pm

                Registration will close on June 1, 2025.
Join us for the CADA Study Club
Topic:
Revising financial strategy by prioritizing tax-efficient investment,
           diversifying asset allocation, managing debt and spending, and
           aligning all decisions with long term goals for sustainable wealth
           growth and financial security.


Dinner + 2 CE Credits
CADA members (2 study clubs included with membership fee)
Non-members: $125

Please make check payable to "CADA"
Payment will be collected on site during registration. Please arrive promptly.
Speaker:  Chunxia (Violet) Cole, J.M., LL.M., MBA      

 

Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company

 

Topic: Revising financial strategy by prioritizing tax-efficient investment, diversifying asset allocation, managing debt and spending, and aligning all decisions with long term goals for sustainable wealth growth and financial security.

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