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Benefits Event Financial Planning Webinar

VOYA Financial Benefit Seminars 2023

Dear Colleagues,

Your UUP benefit with VOYA is excited to announce a 6-part Financial Literacy Program!

Kick off the season with Financial Lessons from the Game and then really get into the Offense, Defense and Special Teams of financial Life planning.

This 6-part series will end with your Off-Season Program and Profile of a Champion Playbook.

Every Fan knows what happens if you Neglect just One Phase of the Game. Learn how to create a Balanced Offense that keeps you on the Playing Field. Create a Defense that helps you reduce taxes, prepare for college expenses, make the best Social Security decisions, and leave a legacy. Also, make sure your Special Teams gives you Proper Coverage if you are on injured reserve or have a career ending injury.

Please email Molly@TeamIFS.com to register, you won’t want to miss it!

All sessions run 12:00-1:00. Each session has a separate attached agenda.

Upon registration you will be sent a ZOOM invite:

Here is the schedule:

  1. October 20th – Financial Lessons from the Game
    Do you have a balanced Offense? Are you comfortable with a high-risk Offense or do you need to be more conservative?  What’s your Defense to minimize taxes and inflation?  Do you have proper coverage when the ball is in the air?
  2. October 27th – Your Offensive Playbook
    Learn the 11 different plays that make up a balanced Offense.  How do you move up and down the Playing Field of Life and make sure your money lasts as long as you do.
  3. November 3rd – Your Defensive Playbook
    Learn how a Voluntary 403B and 457 plan can help reduce current year taxes. *  Should you consider a Roth 403B?  What’s your Defense for Long Term Care and making the right Social Security claiming decisions?
  4. November 10th – Your Special Teams Playbook
    When the ball is in the air do you have proper coverage?  How will your financial game plan continue with you on injured reserve or totally gone?
  5. November 17th – Your Off-Season Program
    Will you study the game films and review the 6 pillars of financial wellness?  What is your return on life?  What are 5 things you can do now to improve your quality of life?
  6. December 1st – Profile of a Champion
    Study the power of visualization and mental rehearsal.

In Solidarity,

Ken Kern
Chapter President
UUP Buffalo Center