All,
We have exciting news that the Financial Wellness Workshops offered by Voya are still being put on, but they will be offered only on Zoom. In conversations with Voya representatives, they wanted to provide relevant information to today’s time to meet your needs. I have had a preview of the information and know that you will all be satisfied. Please sign up for the following seminars by emailing Molly Pecoraro at Molly@TeamIFS.com . If a session is offered more than one time, please let her know the date you wish to attend. She will then send you the Zoom invite information upon receiving your registration.
How will you respond to this bear market?
Date: Friday April 17, 2020 Time: 12:00 PM – 1:00 PM Location: Zoom video conferencing
Or: Tuesday April 21, 2020 Time: 10:00 AM – 11:00 AM Location: Zoom video conferencing
How are you managing Bear Market Anxiety? Are you wondering if you can still retire at 55, 65, or is it 70? Should you hang in there? Should you sell everything and move to cash or temporarily move to the sidelines and then jump back in when the market turns around? How long is it going to potentially take you to recover your losses? Join our ZOOM workshop only and find out the answer to these questions and much more!
Register by emailing Molly Pecoraro at: Molly@TeamIFS.com
Estate Planning for Everyone
Date: Friday April 24, 2020 Time: 12:00 PM – 1:00 PM Location: Zoom video conferencing
Estate planning is not just for the rich, married or for older people. Everyone has something they care about or want to protect, and just about everyone needs an estate plan, no matter their age or how much money they have. This seminar helps educate individuals about the basic aspects of an estate plan, considerations for getting started, and the value that financial planning can bring to all facets of life, including their legacy.
Register by emailing Molly Pecoraro at: Molly@TeamIFS.com
Legacy Planning for the Generations
Date: Wednesday April 29, 2020 Time: 10:00 AM – 11:00 AM Location: Zoom video conferencing
Or: Friday May 8, 2020 Time: 12:00 PM – 1:00 PM Location: Zoom video conferencing
Attend this ZOOM workshop and you will learn what happens when a legacy isn’t planned and how legacy planning can be a meaningful and even fun, process! You will also learn how to plan for sudden incapacity, the importance of expressing your wishes, conveying your values and how to successfully transfer your tangible and intangible wealth. Join us to start the six-step process on leaving your mark on the next generation.
Register by emailing Molly Pecoraro at: Molly@TeamIFS.com
In Solidarity,
Kathleen Kielar
Vice President for Professionals
UUP Buffalo Center Chapter