SUNY Oswego employees are invited to a Lunch and Learn on SUNY Retirement Benefits and Estate Planning Strategies from 11 a.m. to 1 p.m. on Friday, Feb. 6, in 114 Marano Campus Center.
Voya Financial Advisors Aaron Cahill and Adrian Dunuwila invite you to attend the Lunch and Learn workshop focused on understanding your SUNY retirement benefits and how estate planning strategies fit into your long-term financial plan.
Reserve your spot today via this link. Lunch will be provided.
Topics include, but are not limited to:
- Pension vs. the Optional Retirement Program
- How 403(b) and 457 plans support retirement income
- Investment fundamentals and planning considerations
- Estate planning strategy essentials including beneficiary reviews and key legal documents
- Real-life planning examples for SUNY employees
This is an interactive educational session — questions are encouraged, and attendees will leave with a clearer understanding of their next steps.
Following the workshop, advisors will be back on campus for individual meetings. If you would like to reserve a meeting to discuss your personal situation, please reach out to us to reserve. Open Office Hour Dates (by reservation):
- Tuesday, Feb. 17
- Thursday, Feb. 19
For more information, contact:
Aaron Cahill
Financial Advisor
Voya Financial Advisors, Inc.
7000 East Genesee Street Bldg. B
Fayetteville, NY 13066
Office (315) 565-4016
Fax (315) 515-5868
www.cahill-financial.com
Cahill is an investment adviser representative and registered representative of, and securities and investment advisory service offered through Voya Financial Advisors, Inc. (member SIPC).
-- Submitted by Human Resources