David Marshall, Agent New York Life

02/20/2026

Every financial strategy reflects important choices—about cost, certainty, flexibility, and growth. In this educational seminar, industry expert Bobby Samuelson breaks down how life insurance works, from term insurance to permanent solutions including whole life, indexed universal life and variable universal life. He’ll also explain how permanent life insurance cash value can be a component of a financial strategy through death benefit protection, tax advantages, flexibility, and growth potential—helping you make more confident, informed decisions. Register today.

Live Online Event
Thursday, Feb. 26, 2026
3 p.m. ET

Register to attend: https://bit.ly/4rtOI7S
Registration Code:103224

12/08/2025

Make Your Smartest Year-End Financial Moves
Big tax changes are coming — are you prepared? Join New York Life and industry expert Greg Holmgren, for a focused live seminar on the key decisions to consider before December 31.

He’ll break down gifting strategies, RMD timing, and how upcoming tax rules could impact your short- and long-term plans. Walk away with clear, practical tips you can use right away.

Date: December 11, 2025
Time: 3 p.m. EST | 2 p.m. CST | 1 p.m. MST | 12 p.m. PST | 11 a.m. AKST | 10 a.m. HST
RSVP: Register now: https://bit.ly/3YfTjxg
Registration Code: 103224

Reserve your spot today and finish the year with confidence.

09/12/2025

Is your retirement plan built to last? Join bestselling author Tom Wall as he reveals the “best kept secret in finance” to supplement retirement income, pursue tax-favored growth, and seek greater peace of mind about retirement. Don’t just save—learn how to spend confidently, without fear! RSVP now to transform your strategy.

Register to attend: https://bit.ly/46eQq3l
Registration code: 103224

03/12/2025

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 7 PM ET for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! Register now at: https://bit.ly/3R2hxaK

03/07/2025

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 3PM ET for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! Register now at: https://bit.ly/4bz02YU

12/04/2024

Maximizing wealth transfers for the 99%
Learn how you can utilize the federal gift and estate tax exemption to maximize your wealth transfer strategies in this article from Winstead PC attorney Jeff Chadwick, who shares simple, effective methods to protect your assets and minimize taxes. Call me to discuss these flexible gifting approaches that can ensure your legacy is protected for generations to come.
https://bit.ly/4ingMW8

10/03/2024

Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of Social Security and strategies to help you maximize your benefits. Whether you’re nearing retirement, planning ahead, or already retired, this seminar is a must-attend event. Register now at: https://bit.ly/3TXlEa6

10/02/2024

Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of Social Security and strategies to help you maximize your benefits. Whether you’re nearing retirement, planning ahead, or already retired, this seminar is a must-attend event. Register now at: https://bit.ly/3ZNOBcj

08/14/2024

As of June 2024, 26 states require that students take a personal finance course before graduating from high school. This proves to be a way to be better financially secure.

As of June 2024, 26 states require that students take a personal finance course before graduating from high school, according to Next Gen Personal Finance. This proves to be more financial education...

06/24/2024

Raising a child in the U.S. has become far more expensive than it was just a few years ago, but the problem is exponentially worse in these five states.

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06/05/2024

Homeowners cannot avoid property taxes, but there are strategies to potentially decrease your bill.

05/15/2024

In the midst of the ongoing financial crisis, women are rethinking how they do everything from celebrating friends’ milestones to planning families. Surveys dig into key changes women are making to adjust for the rise in cost of living and the nuanced shifts in behavior.

Credit Karma’s latest consumer surveys reveal the added cost of being single and plans to delay family planning given the current cost of living.