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Agency Worksite Seminars

To Be Completed By Agency Benefit Representatives Only

To request a Seminar be held at one of your Agency worksite locations, please click "Request a Worksite Seminar."

Once your request is received, a representative will contact you within 3-5 business days.

Request a Worksite Seminar

Seminar Descriptions

Basics of Diversified Investing

Learn about types of investments, the benefits of diversification and how to avoid common investing traps.

College Planning

Learn about the various college savings vehicles: grants, scholarships, loans and the financial aid process

DCP Basics

Learn the benefits of participating in the Deferred Compensation Plan. This seminar will go into detail about the differences between the 457 and the 401(k) plans and pre-tax and Roth (after-tax) contributions. An overview of the Plan’s investment options and distribution options will be covered as well.

Distribution Planning

Learn how to manage the risks retirees face and how to develop an action plan. The Plan's distribution options will be highlighted.

Eldercare

Learn about the emotional and practical considerations essential for developing a care plan for you or an elderly relative.

Estate Planning

Learn about the different forms of property ownership, and how assets are transferred to ensure that they reach your intended beneficiaries.

Health Benefits for Active NYC Employees

Understand the current health plan choices offered to NYC employees as well as other tax-favored benefits.

I Recently Retired - What Do I Do Now?

Learn how to identify and manage the various financial and personal issues retirees face.

Insurance Planning

Learn how insurance can protect or reduce out exposure to the various risks we face.

Money & Credit

Learn how to make a budget and manage your debt; understand your credit report and credit score.

NYCE IRA

Learn about the New York City Employee (NYCE) Individual Retirement Account. The NYCE IRA includes both a Traditional IRA and a Roth IRA for the exclusive benefit of current and former NYC employees and their spouses. Understand how the NYCE IRA can be used for consolidation, estate planning, rollovers, and conversions.

Retirement Planning

Understand the importance of planning for a successful retirement. Learn how DCP can supplement other sources of retirement income.

Social Security & Medicare

Learn about the various Social Security programs, and the hierarchy of health insurance benefits for City employees.

Tax Planning

Understand the tax benefits of DCP/NYCE IRA, Flexible Spending Programs (Sept.-Nov. enrollment) which can reduce your current and future income taxes; Tax planning and life events will be highlighted.

Women's Roundtable

The Roundtable provides a forum for women to come together and learn to effectively manage their financial needs as they juggle their various roles as mother, wage earner and caregiver.

Request a Worksite Seminar