AXA Webinars

10 Financial Myths Demystified

This seminar serves to dispel 10 of the most common misconceptions people have about general financial strategies, retirement, investing, insurance, and estate planning. It also includes guidance on the strategies that can help people protect, and potentially enhance, their assets incapacitation or death should occur.

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The Family Love Letter

Nowadays there are so many issues that young families need to juggle, from the financial obligations of raising a family while still planning for your long-term financial future. This seminar provides a basic overview of the Family Love Letter and its contents. The Family Love Letter seminar helps emphasize the importance of estate planning strategies if sudden incapacitation or death should occur.

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Student Loan Forgiveness – Updated for October 2018

There are a number of Student Loan Forgiveness options available to New York State educators, but sorting through all of them can be a challenge. Let us help you navigate the requirements by going over who may be eligible, how you may be able to qualify, all the way to how to submit the paperwork.

View the presentation slides here: Student-Loan-Forgiveness

Protection Services

Financial protection products guard individuals and their families against the financial risk caused by life’s uncertainties. The protection products explored in this presentation include: life insurance, disability income insurance, and long-term care insurance.

Pension Maximization for Civil Service Employees

Pension Maximization is a retirement planning strategy that can secure a maximum pension benefit for you, while still providing for a spouse/family benefit. This presentation reviews how the strategy works, the decisions that are required at retirement for pension plan participants, and the importance of planning early.

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Planning for College

This webinar provides a brief overview of the need to plan ahead for a college education and the types of planning vehicles available, including UGMA/UTMA, Coverdell savings accounts, and 529 plans.

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Social Security

The Social Security system is one of the most important, and often misunderstood, retirement systems out there. Making the right decision is critical to your retirement planning. This seminar provides helpful information about the Social Security.

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Student Loan Forgiveness

There are a number of Student Loan Forgiveness options available to New York State educators, but sorting through all of them can be a challenge. Let us help you navigate the requirements by going over who may be eligible, how you may be able to qualify, all the way to how to submit the paperwork.

Download the presentation

Pension Maximization

Pension Maximization is a retirement planning strategy that can secure a maximum pension benefit for you, while still providing for a spouse/family benefit. This presentation reviews how the strategy works, the decisions that are required at retirement for pension plan participants, and the importance of planning early.

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Basics of Taxes

The seminar provides an overview of basic tax concepts including pre- and post-tax definitions, Roth options for savings alternatives, and others.

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Your Family, Your Future

This seminar will go over some ideas to best help you prioritize your goals and provide balance for your future.

The Family Love Letter

The Family Love Letter helps to coordinate all of the important estate planning strategies if sudden incapacitation or death should occur, so that an emotionally trying time doesn’t become unduly burdensome.

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