The Daily Bulletin Archive

Voya Financial has established an in-depth learning curriculum for participants. Its weekly Zoom workshops address the concerns of every individual—whether newly hired, mid-career, or nearing retirement. Workshops provide the financial education that everyone has been looking for but could never find. You do not have to be a Voya customer to participate.

The following workshops take place on Fridays at noon:

On the Move: Distribution Options
December 4
Because your workplace retirement plan may represent a good portion of your retirement savings, it is smart to understand your options if you are considering a distribution. Whether you are changing jobs, consolidating your savings within a new plan or an IRA, or thinking about retirement, you should be aware of taxes and penalties that may be involved. This webinar will walk you through the pros and cons of each distribution option and how to keep your account working for you.

Savvy Social Security Planning
December 11
This seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits. Common questions that will be answered include the following: I applied for early benefits and now regret the decision. Is there anything I can do? What happens if I go back to work after starting Social Security? How long do I need to be married to collect a spousal benefit? I’m divorced; can I collect Social Security off my ex-spouse’s record? What will happen to my survivor benefits if I remarry?

Legacy Planning for the Generations
December 18
This seminar will address what happens when a legacy isn’t planned and how legacy planning can be a meaningful and even fun process. You will also learn how to plan for sudden incapacity, the importance of expressing your wishes, conveying your values, and how to successfully transfer your tangible and intangible wealth. Join us to start the six-step process on leaving your mark on the next generation.

Please e-mail Molly Pecoraro to register. Make sure to specify the workshop(s) you are registering for. A Zoom link will be provided upon registration.