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Individual Financial Consultations
Financial Wellness Videos
Webinars and Seminars
Retirement Planning Tools
Women's Financial Roundtable
Women's Roundtable Videos
Agency Request for Worksite Seminar

Individual Financial Consultations

Financial Wellness Videos

Webinars and Seminars

Retirement Planning Tools

Women's Financial Roundtable

Women's Roundtable Videos

Agency Request for Worksite Seminar


FINANCIAL WELLNESS CENTER

Financial Wellness Videos

Videos are added on a regular basis. Please check back often.

Financial Education

FINANCIAL WEBINARS

All of our Financial Wellness Webinars are one-hour in length and FREE to attend. Webinar topics include Distribution Planning, Retirement Planning, Social Security & Medicare, Estate Planning and more.

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Individual Financial Consultation

INDIVIDUAL FINANCIAL CONSULTATION

A personalized Financial Needs Assessment is provided to the participant at the completion of the 1 ½ hour personalized remote session.

One-time fee of $25.

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Social Security and Medicare

SOCIAL SECURITY AND MEDICARE

In this video, Social Security and Medicare benefits are explained in depth. Learn about how your employee benefits interact with these programs, including your City health benefits.

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Benefits of Having an Emergency Fund

EMERGENCY FUND

Having money set aside for emergencies helps you to maintain your normal lifestyle while getting through an unexpected financial crisis.

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Personal Financial Plan

WHO NEEDS A FINANCIAL PLAN?

Taking care of your finances can be frustrating and overwhelming, but ignoring them can make things worse. If you’ve ever done that then you need a Financial Plan.

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Additional Videos

Women's Financial Roundtable Videos

Deferred Compensation Plan Videos

NYCE IRA Videos

Health Benefits Videos