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:
- Retirement Myths Demystified
- Building Your Retirement Pyramid
- Income…Your Way
- Family Love Letter
For information on upcoming seminars, call the phone number 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. |
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.
Susie Baldwin
Susan G. Baldwin is a Retirement Planning Specialist based on her receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
AXA Advisors and its affiliates and representatives do not provide tax or legal advice. Call us at 303-881-0300 www.susangbaldwin.com |
AXA Advisors, LLC is the broker-dealer and investment advisor for AXA Financial, Inc, a member of the global AXA Group, a worldwide leader in financial protection strategies and wealth management. AXA Group’s operations are geographically diverse, with major operations in Europe, North America, and the Asia/Pacific region. AXA Group is listed as the 15th largest company in the world on the 2007 Fortune Global 500 list (based on revenues). It had $1.87 trillion in assets under management as of December 31, 2007. Listed on the Paris Stock Exchange, the AXA ordinary share trades under the symbol AXA. The AXA American Depositary Share is listed on the New York Stock Exchange under the ticker symbol AXA.
Susan G. Baldwin, CFP® is a member of The Sterling Group a division of AXA Advisors, LLC and offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SPIC. Annuity and insurance products offered through AXA Network, LLC and its subsidiaries. Susan G. Baldwin, CFP, is licensed to sell insurance in the following states: CO, GA, IL, IN, KY, MI, MO, NC, NJ, NV, OH, OK, OR, TX; is registered to offer securities in the following states: AZ, CA, CO, FL, GA, IA, IL,IN, KY, LA, MA, MI, MO, NC, NJ, NV, NY, OH, OK, OR, TX, WY; and is registered to offer investment advisory services in the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MI, MO, NC, NJ, NV, OH, OK, TX.
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