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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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March 2020
Free

Financial Fridays Webinar: Student Loan Forgiveness

March 6, 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. 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…

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April 2020
Free

Financial Fridays Webinar: Your Family, Your Future

April 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 presentation addresses the multitude of issues involved when juggling financial obligations of raising a family while still planning for your long-term financial future.

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