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
Voya Financial Advisors has established an in-depth learning curriculum for participants. Our bi-monthly Zoom workshops address the concerns of every individual—whether they are newly hired, mid-career, or nearing retirement.” We provide the financial education that everyone has been looking for but could never find.
Please email Molly@TeamIFS.com to register for any or all workshops. ZOOM ID will be provided upon registration.
A Do-It Now Action Plan To Get Your Financial Life Back On Track During The Pandemic
Friday October 8th 12:00
Isn’t it time to re-examine your financial life because of the pandemic? Are you still on track for retirement at 62, or is it 65 or older? How much more do you need to save & what changes do you need to make? What are you saving for—what’s your vision of retirement? Will your money last as long as you do? How do you pass on what you have left to the people you love? Attend this workshop to find out the answers to these and many other questions and learn to start focusing on what really matters most.
What Does The Future Hold For You? Career Change, Transitioning to Retirement or Full Retirement?
Friday October 22nd 12:00
Will you have enough to fund your retirement? What is your Number? Will SS and your Pension be enough or should you consider starting a Voluntary 403b to fill the gap. “To Roth or Not To Roth. That Is The Question.”
Savvy Social Security Planning
Friday November 5th 12:00
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?
Legacy Planning for the Generations
Friday November 19th 12:00
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.
Investment Concepts Simplified
Friday December 3rd 12:00
You don’t need to be an expert or a stock market whiz to put an investment strategy into place. Focusing on just a few fundamentals, you can have a solid investment plan for your retirement or other financial goals. This engaging webinar will explain investing concepts in plain English and provide simple, practical ways to help you invest with confidence.
Evaluating your Investments – Beyond the basics
Friday December 17th 12:00
This webinar moves beyond investment basics to evaluation 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.