Khusvinder Singh, Agent | New York Life

10/25/2026

I’m excited to share that I’ll be hosting this year’s Advisor Symposium on Wednesday, November 4, from 11AM-2PM, and I hope you’ll join me!
This year’s event brings together some of the most respected voices in the field, including professionals Steve Parrish, Alan S. Gassman, Kathleen Bilderback, and New York Life Corporate Vice President Allen Hensley. (The attached flyer has agenda)
We'll explore current strategies in wealth transfer, estate planning, business succession, and income tax planning strategies through engaging case studies that reflect a range of client situations. Participants will gain practical insights into advanced planning techniques and the value of collaborating with attorneys, CPAs, valuation professionals, and other financial advisors to help address complex client needs.
I look forward to sharing this one-of-a-kind event with you and will be following up soon with more details.

https://nyladvisors.com/2026as/


Khushvinder P Singh
This presentation is for the general information and education of professional advisors who work with agents of New York Life. It is not intended for the general public. It discusses current developments and sets forth generally accepted concepts or principles. No attempt is made to offer legal, accounting, tax, valuation, financial planning, investment, asset allocation, or other professional advice, or to set forth solutions to individual problems. New York Life, its agents or employees may not offer tax, legal, or accounting advice. The speakers and presenters appearing at this seminar are solely responsible for the content of their presentations, which may not necessarily represent the views of New York Life. Gassman, Denicolo & Ketron, Sandberg Phoenix and The American College of Financial Services are not owned or operated by New York Life Insurance Company or its affiliates. The Nautilus Group® is a service of New York Life. ©2026 New York Life Insurance Company. All rights reserved. SMRU 9035150 Exp 11/04/2026.

What you’ll experience Meet the experts Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® The American College of Financial Services Read bio Alan S. Gassman, JD, LL.M., AEP® Gassman, Denicolo & Ketron, P.A. Read bio Kathleen W. Bilderback, JD, LL.M. Sandberg Phoenix Read bio Meet your hosts Allen ...

10/19/2026

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History shows that global events can create short-term market volatility. It also shows that maintaining focus on long-term goals can help investors avoid reacting solely to temporary uncertainty.

If current events have raised questions about your financial strategy, I'd be happy to talk you through them.

10/14/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/12/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

10/05/2026

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Contact me today!