Advanced Estate Planning Strategies
This session covers the five-step estate planning process along with different types of trusts, portability of exemption of spouses, and more.
Financial Wellness Check-Up
AFSPA members can schedule an appointment with a financial professional who can assist you in evaluating your financial objectives, addressing concerns related to overall financial health, providing clarity on your benefit plan, and optimizing its usage.
Advanced Asset Distribution Strategies
Attend this session to learn more about distribution of assets and tax sensitivity, strategic deferred compensation, and how the assets you’ve accumulated can ensure an income stream in retirement.
Retirement Strategies for Women
This session provides retirement planning steps for women so they can have the savings to live the life they imagine in retirement.
Financial Wellness Check Up
AFSPA members can schedule an appointment with a financial professional who can assist you in evaluating your financial objectives, addressing concerns related to overall financial health, providing clarity on your benefit plan, and optimizing its usage. These specialists will be accessible from 10:00 am to 4:00 pm ET.
Is Your Financial House in Order?
This session will cover key concepts such as budgeting, debt management, protection of assets, preparing for retirement, and creating a financial legacy for your loved ones.
First Steps to Financial Freedom
This session will cover the basics of budgeting, banking and credit, emergency savings, investing, and planning for retirement.
Financial Wellness Check-up
AFSPA members can schedule an appointment with a financial professional who can assist you in evaluating your financial objectives, addressing concerns related to overall financial health, providing clarity on your benefit plan, and optimizing its usage. These specialists will be accessible from 9:00 am to 4:00 pm ET.
Financial Wellness Check-up – 12/20
AFSPA members can schedule an appointment with a financial professional who can assist you in evaluating your financial objectives, addressing concerns related to overall financial health, providing clarity on your benefit plan, and optimizing its usage. These specialists will be accessible from 9:00 am to 4:00 pm ET. Make an appointment now!
Taking Control of Your Taxes
This session will focus on learning how investment decisions in today’s challenging tax environment can impact the income you receive in retirement. It will be available at three different times: 8:00 am, 1:00 pm, and 6:00 pm ET.
