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Strategic
Partners
A New Lifestyle Benefit for WVF Members
AXA Advisors, LLC – a proud corporate member of WVF – is pleased to provide valuable financial planning services as a benefit to all members of the Women’s Vision Foundation. Through a special program, WVF members can receive financial education, consultative advice and written planning strategies customized to their personal situation at a rate not available to the general public.
(Financial planning fees will reflect a 15% discount relative to the fee, which AXA Advisors may charge the general public in a comparable situation.)
Benefit Program Overview
Consultative Advice
Members can receive professional financial advice from an AXA Advisors financial professional. Through a face-to-face consultative planning process, they can clarify their financial priorities and lay the groundwork for the financial planning process. Initial consultations for WVF members are available at no cost.
Financial Education
Free, no-obligation educational workshops will be available to WVF members at events throughout the year. Topics may include:
- 15 Financial Myths for Women Demystified
- Planning for College
- Women Preparing for the 21st Century
- A Family Love Letter
For information on upcoming seminars, call the phone number listed below.
Professional Financial Plans
AXA Advisors’ financial plans are based on a member’s current situation, needs and goals. Depending on the focus, a plan may include:
· education planning
· asset allocation
· retirement planning
· estate analysis
· survivorship / insurance analysis
· stock option analysis and/or
· distribution planning
Whatever the direction and need, the result is a written plan tailored specifically to the member’s circumstances.
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On-going Relationship
AXA Advisors strives to develop lifelong relationships. As a member of WVF, you will have an opportunity to form a trusted relationship with an AXA Advisors financial professional in your community—a relationship that extends beyond your financial plan.
For more information
Call us at 303-881-0300 or go to:
www.susangbaldwin.com |
Susan G. Baldwin, CFP
Susan is a Certified Financial Planner ™ practitioner with AXA Advisors, LLC. She has more than 13 years of experience as a Financial Professional and recently received a certificate in Retirement Planning from the Wharton School, University of Pennsylvania. Susan thrives on helping women build their financial futures. She does this using an integrated approach that carefully considers the unique financial goals and investment objectives of each individual. Her comprehensive financial practice utilizes a team approach to champion her client’s objectives.
Susan is a member of AXA’s Women’s Leadership Council, selected for her leadership roles demonstrated in her business practice, community, and at home. She is also a member of the Sterling Group, a select group of financial professionals distinguished as exceeding the highest standard of experience, expertise and service in the industry. Susan’s other accomplishments/accolades include being a Million Dollar Round Table member and a recipient of the Centurion and the Circle of Excellence Awards.
In terms of enhancing her breadth of knowledge and service, Susan is an active member of the Women’s Estate Planning Council, the Society of Financial Services Professionals and the Financial Planning Association. She is most proud of her upcoming graduation from the Women’s Vision Leadership Institute scheduled for March 2007.
AXA Advisors, LLC
AXA Advisors, LLC, is a leading provider of financial services, helping individuals and businesses define and meet their financial goals - through a network of financial professionals across the nation.
AXA Financial is one of the premier U.S. organizations in financial protection and wealth management through its strong brands: AXA Equitable Life Insurance Company, AXA Advisors, LLC, Alliance Bernstein, L.P., Sanford C. Bernstein & Co., LLC, AXA Distributors, LLC, and the MONY family of companies, including MONY Life Insurance Company, and U.S. Financial Life Insurance Company. Member: NYSE, NASD, SIPC. AXA Financial had approximately $643.4 billion in assets under management as of December 31, 2005. AXA Financial is a member of the global AXA Group, a worldwide leader in financial protection and wealth management. AXA Group's operations are diverse geographically, with major operations in Western Europe, North America and the Asia/Pacific region. AXA Group had $1.25 trillion in assets under management as of December 31, 2005. The AXA ordinary share is listed and trades under the symbol AXA on the Paris Stock Exchange. The AXA American Depositary Share is also listed on the NYSE under the ticker symbol AXA.
Susan G. Baldwin, CFP offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member NASD, SPIC. Annuity and insurance products offered through AXA Network, LLC and its subsidiaries including AXA Network Insurance Agency, LLC (in California) and/or AXA Network insurance Agency of Utah (in Utah). Susan G. Baldwin, CFP, is licensed to sell insurance in the following states: CO, IA, IN, KY, LA, MO, NC, OH, OK, TX; is registered to offer securities in the following states: AZ, CA, CO, IA, IN, KY, LA, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OK, TX, WI; and is registered to offer investment advisory services in the following states: AZ, CA, CO, IA, IN, KY, LA, MA, MI, MO, NC, NJ, NV, OH, OK, TX, WI. The information contained here is not investment or securities advice and does not constitute an offer. AXA Advisors, it’s affiliates, and its representatives do not provide tax or legal advice.
AGE-35799(b) (05/06) (exp 05/08)
Lunch and Learn Topics
Please contact Susan Baldwin to schedule your topic.
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Health and Wealth
Debunking 15 Financial Myths for Women
”Buy low, sell high.” Sounds straightforward, doesn’t it? But there is more to many of our standard beliefs about finances than most of us realize. In this session you’ll hear the truth debunking 15 common financial myths. Armed with this information, you’ll be better able to make informed decisions and reach your financial goals. Is money the best monetary gift that you can give to a charity? Come find out! Susan G. Baldwin, CFP
Writing Your Family Love Letter
Find out how to write the most meaningful letter of your life. No, not an emotional outpouring to a romantic interest, but a letter addressed to your family members communicating your legacy to them upon your death. The Family Love Letter is a unique approach to estate planning. It integrates financial information, personal desires about arrangements, contact info and a sharing of your values, blessings and dreams for your family. Above all, it provides information in a time of confusion to those you love most. Susan G. Baldwin, CFP
Revving Up to Achieve Financial Success
You’ve got a pension plan, a college fund, disability coverage and a savings account. Are you on the road to achieving your financial goals? You’re probably on the highway, but what speed are you going? More importantly, would you like to get there faster? In this workshop you will learn how to make the most of your monetary resources and discover some strategies and tactics for maximizing your financial performance; in other words achieve you financial goals, “Push the pedal to the metal!” Susan G. Baldwin, CFP |
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