NY Life Seminars


Wednesday, September 2, 2020 @12 PM or 5 PM  – presented by Lillie Nkenchor, CVP
Topic: Do You Have a Plan for Retirement?
12 PM Webinar, RSVP here
5 PM Webinar, RSVP here
You are invited to attend Managing Retirement Plan for Distributions, a complimentary workshop, designed specifically for affluent individuals like you, on how to balance lifestyle, liquidity, longevity, and legacy goals during retirement. The timing of your retirement account distributions is important. Should you defer distributions or take them early? Topics covered include:
– How to maximize your legacy while minimizing taxes
– Alternatives to taking required minimum distributions
– Strategies and alternatives to inherited IRAs

Wednesday, September 9, 2020 @12 PM or 5 PM – presented by John Begley, CFP, CLU
Topic: How do taxes fit into your retirement planning?
12 PM Webinar, RSVP here
5 PM Webinar, RSVP here
Learn how to help reduce the effect taxes can have on your retirement income.

Wednesday, September 16, 2020 @12 PM or 5 PM – presented by James Murphy, RICP
Topic: Money talks. Helping your children make smart financial choices. 
12 PM Webinar, RSVP here
5 PM Webinar, RSVP here
Join us to learn ways to talk to your children about the importance of managing money. From helpful tips to valuable conversation starters, these are smart lessons that can help them for a lifetime.

Wednesday, September 23, 2020 @12 PM or 5 PM– presented by Michael Gregson, MBA, CLTC
Topic: The Art of Long-Term Care Planning
12 PM Webinar, RSVP here
5 PM Webinar, RSVP here
The right long-term care plan can help safeguard your family, your savings, your retirement, and your peace of mind. During this session, we will explain in plain, easy-to-understand language the latest information about long-term care, including:
• What’s covered and not covered by government programs
• How much long-term care services cost in your local area in 2019
• Where long-term care is being delivered (it’s probably not where you think), and much more!
By the end of this 40-minute session, you’ll have a personalized long-term care plan, and you’ll have gained valuable knowledge that can help you prepare for the future.

Wednesday, September 30, 2020 @12 PM or 5 PM – presented by Michael Downey
Topic: Is a Rollover Right for You? 
12 PM Webinar, RSVP here
5 PM Webinar, RSVP here
Please join us to find out how a rollover may be able to help you reach your retirement goal.