Lunch & Learn: SUNY Retirement Benefits & Estate Planning Strategies
You are invited! Lunch & Learn: SUNY Retirement Benefits & Estate Planning Strategies
Voya Financial Advisors Aaron Cahill, MBA, CRPC® and Adrian Dunuwila ChFC, CLU, PhD invite you to attend the Lunch & Learn workshop focused on understanding your SUNY retirement benefits and how estate planning strategies fit into your long-term financial plan.
Friday, February 6 from 11:00 AM – 1:00 PM in Marano 114
Reserve your spot today by clicking the link below. Lunch will be provided!
Topics include, but are not limited to:
Pension vs. ORP
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, we 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, February 17
Thursday, February 19
We look forward to having you join us!
Thank you,
Aaron Cahill, MBA, CRPC®
Financial Advisor
Voya Financial Advisors, Inc.
7000 East Genesee Street Bldg. B
Fayetteville, NY 13066
Office (315) 565-4016
Fax (315) 515-5868
Click Here to Schedule a Meeting!
Investment adviser representative and registered representative of, and securities and investment advisory service offered through Voya Financial Advisors, Inc. (member SIPC).