
One of the most often heard comments about saving and financial planning is “I wish I knew this when I started my career”. We always encourage individuals to start financial planning early. With that in mind, we are offering a “Financial Planning Essentials” webinar for all union/local members. This webinar will discuss the following:
- Budgeting and ways to improve a Credit Score
- Tax-advantaged ways to save for College
- Tax-advantaged ways to save for Retirement
- Investing choices within a Retirement Plan
- The importance of a sound investment strategy
- Types of Insurance you should consider
- Your NYS Pension
- Your Social Security Benefit
- Taxation of Pension, Social Security, and Retirement Plan withdrawals
- The importance of an Estate Plan
We are offering a universal webinar which will be available to all unions/locals that have our Financial Counseling Program Benefit on Tuesday, July 9th at 6:00pm. Below is a link to register for the webinar.
https://us06web.zoom.us/webinar/register/WN_6xaIJ1hUTfiCV2IDwCneiA