Resources

Equitable Financial Fridays

A SAANYS lunch & learn webinar series one Friday per month from 12-12:30pm

View the full playlist here:

2025-2026 SAANYS Financial Fridays with Equitable Advisors

Register by clicking on the topic.

DateTopicDescription
1/9/26 How a Financial Planning Analysis WorksOne of the perks of your SAANYS membership is a complimentary financial planning analysis. For those who haven’t scheduled this benefit yet, we’ll tell you exactly what goes on in these meetings so that you’ll know if a financial planning analysis is right for you.  
2/6/26 Long Term Care PlanningDesigned to help individuals understand long-term care planning, covering topics like available options, how to set up a plan, and the importance of proactive planning for future needs 
3/6/26 Tax Time, Plan AccordinglyLearn some very important financial considerations and actions you may want to take as you start to prepare your taxes 
4/3/26 All About the NYS PensionLearn more about your NYS Pension including collection strategies, how to calculate your pension options, taxes, and more. 
5/1/26 Job/Career Changes: ConsiderationsThis presentation is for individuals considering switching jobs or careers. Whether you’re moving to another role within the district, or to a whole new career completely, we’ll discuss the things you should consider. 
6/5/26 -No Financial Friday- 

View Most Recent Financial Friday Recordings:

Financial Friday – Share Your Love Family Discussion Guide

Financial Friday – Working Post Retirement

Financial Friday – Healthcare in Retirement

Financial Friday – Life Insurance Awareness

Financial Friday – All About Social Security

Financial Friday – Investments 101

Financial Friday – Financial Planning for Young Families

Financial Friday – All About the NYS Pension

Financial Friday – Tax Time, Plan Accordingly