Equitable Financial Fridays
2025-2026 SAANYS Financial Fridays with Equitable Advisors
A SAANYS lunch & learn webinar series one Friday per month from 12-12:30pm
Register by clicking on the topic.
| Date | Topic | Description | |
| 5/2/25 | Financial Planning for Young Families | Whether you are a young family, plan on starting a family, or know a young family, this presentation will give a general overview of the different financial considerations to keep in mind as you grow. | |
| 7/11/25 | Investments 101 | With so many types of investment vehicles, it can be difficult to understand which ones fit your unique financial goals, and how they work. We’ll review the types of investment accounts, how they work, how to set them up, and hypothetical situations in which they could be a good fit. | |
| 8/1/25 | All About Social Security | How is your social security calculated and what are some collection strategies that can affect your financial plan in retirement? In this seminar we’ll go through these things and more on this very important topic. | |
| 9/5/25 | 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 one needs. Also reviews various types of life insurance and optional riders. | |
| 10/3/25 | Healthcare in Retirement | This information-rich webinar reviews healthcare options and considerations for retirees both younger than 65 and beyond 65 (Medicare). | |
| 11/7/25 | 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 pension. | |
| 12/5/25 | 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 how to initiate an open, thoughtful dialogue with your family as you plan for the future and how to honor any final requests. Topics covered: where to find important documents and key contacts; who should care for loved ones and minors; and who you want to handle decision-making if you become incapacitated. | |
| 1/9/26 | 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 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 Planning | Designed 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 Accordingly | Learn 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 Pension | Learn more about your NYS Pension including collection strategies, how to calculate your pension options, taxes, and more. | |
| 5/1/26 | Job/Career Changes: Considerations | This 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- | ||