Dear Colleagues, Please see the following opportunity from VOYA: The Building Blocks of Our Financial Lives – Tuesday April 27th 9:00 am or Wednesday April 28th at 1:00 pm Please email Molly@TeamIFS.com to register and get your ZOOM ID Learn about & try the software program “MyBlocks” by Envestnet MoneyGuide. A program that will finally bring you answers to the […]
Category: Financial Planning
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Reminder – VOYA Opportunity
Dear Colleagues, Just a reminder about the following opportunity from VOYA: Friday February 5th 12:00 – Lessons from The Game: A do-it now Game Plan to get your Financial Life back on track. Please email Molly@TeamIFS.com to register and get your ZOOM ID Are You Neglecting The Offensive, Defense & Special Teams of Your Financial Life, if so… Isn’t it […]
Dear Colleagues: As a UUP member, you may be able to deduct your UUP membership fee on your NY State Taxes. Here is how to find the specific information that is needed to find out what you paid: Go to the SUNY Time sheet and login: https://www.suny.edu/time/ Click on “NYS Payroll Online” Click “View Paycheck” Click on […]
Please email Molly@TeamIFS.com to register. Make sure to specify the workshop(s) you are registering for. A ZOOM ID will be provided upon registration. Visualize Retirement When it comes to retirement do you know where you are going? Do you have a plan? As the old saying goes, “If you don’t know where you are going, you’ll end […]
Dear Colleagues, Reminder: VOYA is offering the following course via ZOOM tomorrow, 10/23 @ noon. If you are interested, please email Molly Pecoraro to register. Her email is: molly@teamifs.com Evaluating your Investments – Beyond the basics This webinar moves beyond investment basics to evaluation investments using various portfolio Analysis tools and resources. Topics include an in depth […]
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 KielarVP for ProfessionalsUUP Buffalo Center
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VOYA Webinars
Dear Colleagues, VOYA is offering the following courses via ZOOM over the summer. If you are interested, please email Molly Pecoraro to register. Her email is: molly@teamifs.com Evaluating Your Investments This seminar moves beyond investment basics to evaluate investments using various portfolio analysis tools and resources. Topics include an in-depth look at asset allocation, including sub […]
Colleagues, We have been able to book an online Pre Retirement Workshop with UUP Retiree Member Services Coordinator, Walter Apple for Thursday, May 28th from 12:00 pm – 2:00 pm. Please see the attached documents for further detailed information.
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TIAA Live Webinars
Dear Colleagues, Attached are TIAA live webinar opportunities for the month of May. In Solidarity, Kat KielarVP for ProfessionalsUUP Buffalo Center
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New VOYA workshops
New VOYA Seminar!! Longevity Planning – Do you have questions about Medicare/Medicaid and how to protect your assets? VOYA is teaming up with Charles W. Beinhauer, Esq., and Laurie L. Menzies, Esq. of Pfalzgraf, Beinhaurer, & Menzies, LLP to discuss techniques to help you avoid common road-blocks in protecting your property and at the same […]