Dear Colleagues,
Please see following calendar of events for upcoming VOYA Zoom Webinars.
If you are interested, please email Molly Pecoraro to register. Her email is: molly@teamifs.com
In solidarity,
Kathleen Kielar
VP for Professionals
UUP Buffalo Center
We have had a request from many of you, both new employees and those employees who have been here a while, to offer some retirement-oriented classes. Voya has been a staple of offering some high-quality courses to keep you informed. Even if you are NOT a Voya client, these classes will help meet your retirement questions regardless of what point you are at in your career.
March 11, 2022, 12:00 – 1:00
What’s New with Social Security? 7 Things to Watch in 2022 is for previous workshop attendees and tells what’s new for in 2022, including COLA numbers, Medicare premiums, restricted application eligibility, coordination of Social Security with IRA RMDs, status of the Social Security Trust Fund, and the latest on Social Security reform proposals, of special interest in the first years of a new administration.
April 8, 2022, 12:00 – 1:00
The SECURE Act
We’ll discuss the biggest changes in the SECURE Act and explain
how they change retirement planning for everyone.
May 6, 2022, 12:00 – 1:00
Six Retirement Account Options. What should you do with your retirement money, like a 401(k), 403(b) or similar plan once you leave your job? This presentation will help you choose the right account options for your situation.
June 10, 2022, 12:00 – 1:00
Savvy Social Security Planning for Women shows women how they can
maximize Social Security by taking advantage of spousal benefits, survivor benefits, divorced-spouse benefits, and even divorced-spouse survivor benefits. This presentation is suitable for all women, including those already on Social Security as well as younger women who may be helping their parents. Men are welcome too, for they have wives, sisters, and mothers who all need help with Social Security.
July 15, 2022, 12:00 – 1:00
6 Steps to Legacy Planning. Your legacy will not write itself, for better or worse, if you do nothing. Generational planning is a meaningful, even fun, process that is not driven by documents. We’ll follow a six step legacy planning process to start leaving your mark for the next generation.
August 19, 2022, 12:00 – 1:00
Family Caregiving Challenge. As we explore the range of issues families typically encounter, you’ll realize that few families have prepared for the problems triggered by a caregiving crisis that endangers a loved one’s welfare and disrupts family harmony. But by the end of our presentation, you’ll know how to proceed.
September 23, 2022, 12:00 – 1:00
Savvy Social Security Planning: Basic Rules and Claiming Strategies takes the general presentation and strips out some of the detail, leaving a few main points to walk away with why delay benefits, how spousal benefits work, how survivor benefits work, and what you should know before filing for Social Security.
Please email Molly@TeamIFS.comto register for any or all workshops. ZOOM ID will be provided upon registration.