Wealth Building Forum with Financial Professionals from New York Life - Chelsea Q. Scott and Jose Delgado

At New York Life Insurance Company, we are proud to host a dynamic Wealth Building Forum designed especially for business owners and professionals seeking to take control of their financial futures. This exclusive event is more than just a presentation—it’s a conversation about how life insurance and strategic investment planning can serve as powerful tools for long-term wealth creation. Attendees will gain valuable insight into how to protect what they’ve built while growing their assets with confidence and clarity.

Throughout the forum, our experienced financial professionals, Chelsea Q. Scott and Jose Delgado, will highlight the ways life insurance goes beyond protection. From tax-advantaged strategies to legacy planning and retirement income solutions, guests will learn how to use insurance as a foundational asset within a broader investment plan.

The session will also cover key financial concepts tailored to the needs of entrepreneurs, including business succession, risk management, and maximizing tax efficiency. To provide personalized guidance, we are offering free one-on-one consultations with our licensed professionals. These sessions give guests the opportunity to review their unique goals, ask questions, and receive customized recommendations—at no cost or obligation. Whether you’re just starting your financial journey or looking to refine your current strategy, this forum is designed to empower you with knowledge and support every step of the way.