Professional Learning

Events

– 3/05/2027

August 2026

August 7

Financial Friday – All About Social Security

How is your social security calculated, and what are some collection strategies that can affect your financial plan in retirement? […]

12:00 pm – 12:30 pm

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September 2026

September 4

Financial Friday – Life Insurance Awareness

Outlines the role of life insurance, the beneficial tax treatment of its cash value, and different ways to calculate the amount of life insurance […]

12:00 pm – 12:30 pm

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October 2026

October 2

Financial Friday – Healthcare in Retirement

This information-rich webinar reviews healthcare options and considerations for retirees both younger than 65 and beyond 65 (Medicare).

12:00 pm – 12:30 pm

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November 2026

November 6

Financial Friday – Working Post Retirement

Collecting income from a post-retirement job can impact your financial situation negatively if not planned accordingly. We’ll review how working post-retirement impacts your social security, taxes, and […]

12:00 pm – 12:30 pm

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December 2026

December 4

Financial Friday – Share Your Love Family Discussion Guide

Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. Learn […]

12:00 pm – 12:30 pm

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January 2027

January 8

Financial Friday – How a Financial Planning Analysis Works

One 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 […]

12:00 pm – 12:30 pm

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February 2027

February 5

Financial Friday – Retirement Account Basics

Designed to help individuals understand basic retirement account features such as contribution limits, tax implications, benefits of different types of retirement accounts, and establishing a strategy.

12:00 pm – 12:30 pm

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March 2027

March 5

Financial Friday – Tax Time, Plan Accordingly

Learn some very important financial considerations and actions you may want to take as you start to prepare your taxes.

12:00 pm – 12:30 pm

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