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October 2019
Free

Financial Fridays Webinar: Pension Maximization

October 4 @ 12:00 pm - 12:30 pm
Online

Grab your lunch and join us the first Friday of each month at 12:00 pm for Financial Fridays with AXA. These short 30 minute online sessions are meant to offer tips and ideas for securing your personal financial success. 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,…

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November 2019
Free

Financial Fridays Webinar: Investing and How to Deal with Market Volatility

November 1 @ 12:00 pm - 12:30 pm
Online

Grab your lunch and join us the first Friday of each month at 12:00 pm for Financial Fridays with AXA. These short 30 minute online sessions are meant to offer tips and ideas for securing your personal financial success. What are the key financial challenges in turbulent markets, and how should you navigate your financial matters during uncertain times? This presentation features four segments: putting market volatility and risk in perspective; identifying practices that could make a difference – in…

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December 2019
Free

Financial Fridays Webinar: Estate Planning and The Family Love Letter

December 6 @ 12:00 pm - 12:30 pm
Online

Grab your lunch and join us the first Friday of each month at 12:00 pm for Financial Fridays with AXA. These short 30 minute online sessions are meant to offer tips and ideas for securing your personal financial success. This presentation covers how a properly created estate plan can help protect a family’s financial well-being, preserve property, reduce estate taxes and expenses as well as help avoid family conflict. Included is a basic overview of the Family Love Letter and…

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January 2020
Free

Financial Fridays Webinar: Addressing Long-Term Care

January 3, 2020 @ 12:00 pm - 12:30 pm
Online

Grab your lunch and join us the first Friday of each month at 12:00 pm for Financial Fridays with AXA. These short 30 minute online sessions are meant to offer tips and ideas for securing your personal financial success. This seminar explains what Long-Term Care is, who needs it and what options people have if they need it. The presentation will show that, without proper planning, the potential costs associated with the need for LTC can be devastating to the…

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February 2020
Free

Financial Fridays Webinar: Basics of Taxes

February 7, 2020 @ 12:00 pm - 12:30 pm
Online

Grab your lunch and join us the first Friday of each month at 12:00 pm for Financial Fridays with AXA. These short 30 minute online sessions are meant to offer tips and ideas for securing your personal financial success. This 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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