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Financial Planning Webinar

2020-2021 Semester VOYA ZOOM Webinars

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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Financial Planning Webinar

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 […]

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Financial Planning Retirement Workshop

Pre-Retirement Seminar

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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Financial Planning Webinar

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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Financial Planning Webinar

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 […]

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Financial Planning Webinar

Within Reach Financial Workshop

Colleagues, As with the case with many of our other workshops, TIAA and I have agreed to offer the in-person workshop entitled “Within Reach” via a WebEx forum.     Within Reach (TIAA)May 15, 2020, Noon – 1:00 PM So it’s time to retire, now what? Make some final preparations to help shift from an active […]

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Financial Planning Webinar

Virtual Student Debt Clinics

Dear Colleagues, The NYSUT student debt webinars are up and running.  Registration is opened and has already been sent to members who had previously registered for a cancelled live session.  Two sessions have been scheduled for next week with open registration, Tuesday 4/28 at 4:30pm  and Thursday 4/30 at 6pm. In Solidarity, Ken KernChapter PresidentUUP […]

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Financial Planning Meeting Membership Retirement Workshop

Upcoming Events for February 2019

FRIDAY, FEBRUARY 8th – VOYA WORKSHOP What’s Your Game plan for the Potential Bear Market? 1st & 10              How Long Can My Money Last? 2nd & 8               Should I Re balance My Portfolio? 3rd & Long         Should I Temporarily Move To The Sidelines? 4th & Inches      Should I Jump Back In When The Market […]