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For assistance with your investment needs or financial questions you have, let's talk. To schedule your phone meeting, call us at (518) 782-0209 or click here. For assistance with insurance questions, please read our FAQs.
If your finances have been impacted by the COVID-19 pandemic, help may be available. Emergency measures have been enacted by New York State to help protect insurance policyholders who are enduring financial hardship due to the pandemic. These measures extend grace periods and give you other rights under certain insurance policies (individual, small business).
Q. Where can I find information about relief for insurance policyholders?
A. You can learn more about payment deferrals and eligibility on the NYS Department of Financial Services website.
Q. How can I get assistance with deferring my insurance premium?
A. You can make arrangements with your insurance policy issuer. You’ll want to call the company to learn more about hardship eligibility and next steps. Click links below for more COVID-19 relief information.
Auto and Home Insurance
CCFS’s onsite financial workshops for Member Companies can assist you in providing benefits that increase your employees’ financial wellness, help reduce their stress and boost morale. A study conducted by Unum showed that 82% of employees who rated their benefits education highly, also rated their employer as an excellent or good place to work. For more details, click here. We’ve combined our most popular workshops to develop the Workshop Wellness programs shown in the links below, along with a full list of workshops to meet your employees’ financial needs. To schedule an individual workshop or to register for a Workplace Wellness series of workshops, contact CCFS Director Brian Tramontano.
A happy and secure retirement: That’s the goal most of us our working toward. But as we get closer to the date we want to retire, many questions come up, such as:
Our Retirement Bound Workshop will help you answer these questions and learn about the five important steps to take now that may help pave the way to a happier retirement.
To schedule a Retirement Bound Workshop at your location, contact Brian Tramontano, Director, CAP COM Financial Services, LLC.
The Your Money @ Work series includes the following on-site financial workshops presented by the professionals at CAP COM Financial Services, LLC:
Taking Control of Your Finances - A great introduction to the best ways to manage cash flow, budget properly and save for the future. Previous survey results show that 85% of attendees said they would make a personal finance change based on what they learned at the Taking Control of Your Finances Workshop.
Saving for Retirement - This workshop explains several retirement savings vehicles, covers investment principles and discusses points to consider when planning for a secure retirement. Whether just starting to save for retirement or exploring more sophisticated planning strategies, Saving for Retirement will help employees understand their options and become a more informed investor.
Retirement Bound - For those within 5 to 10 years of retirement, Retirement Bound helps employees learn about the five most important steps to take now, that may pave the way to a happier retirement.
To schedule Your Money @ Work, contact Brian Tramontano, Director, CAP COM Financial Services, LLC.
Our Women & Money series of workshops will help women identify the unique challenges and opportunities female investors experience on the road to financial
Women Invest: Women tend to have greater longevity than men. How can a long life and other factors impact a woman’s approach to growing her nest egg and making the most of her money?
Women Retire: The average woman will live in retirement for 25 plus years. How can women turn savings into retirement income that lasts as long as they do?
Women Protect: Increasingly, women earn more than their husbands. Regardless of who the breadwinner is, how can women protect their loved ones, their nest eggs and their long term health?
To schedule Women & Money , contact Brian Tramontano, Director, CAP COM Financial Services, LLC.
Choose from these complimentary on-site workshops to help improve your employees’ financial wellness:
We make it easy by providing you with:
Plus: All workshops are complimentary and tailored to your company by CCFS. Sessions run from 20 minutes to one hour depending on how much time you allocate. Workshops can be scheduled at a time convenient for your employees. We require at least 10 people to be registered to conduct a workshop.
To schedule a workshop at your location, contact Brian Tramontano, Director, CAP COM Financial Services, LLC.