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 asset classes and relative risk and return. Attendees will learn various techniques and best practices that can help them create a sound and appropriate investment strategy for their personal retirement goals.
Date and time: Friday, June 19th, Noon – 1:00 PM, ZOOM meeting
On the Move
Because your workplace retirement plan may represent a good portion of your retirement savings, it’s smart to understand your options if you are considering a distribution. Whether you are changing jobs, consolidating your savings within a new plan or an IRA, or thinking about retiring, you should be aware of taxes and penalties that may be involved. This seminar will walk you through the pros and cons of each distribution option and how to keep your account working for you.
Date and time: Friday July 10th, ZOOM meeting
Savvy Social Security Planning: What Baby Boomers need to know to Maximize Retirement Income
This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits. Common Questions that will be answered include: I applied for early benefits and now regret the decision. Is there anything I can do? What happens if I go back to work after starting Social Security? How long do I need to be married to collect a spousal benefit? I’m divorced, can I collect social security off my ex-spouses’ record? What will happen to my survivor benefit if I remarry?
Date and time: Friday July 31st, ZOOM meeting
In Solidarity,
Kat Kielar
VP for Professionals
UUP Buffalo Center