financialplanninghome

Office of Labor Relations


Deferred CompNYCE IRAFinancial WellnessAccount Access

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

Important Notice

The Deferred Compensation Plan's Financial Wellness Center remains closed to walk-in visitors. The Plan offers online webinars and in-person seminars to participants and employees. Seminars are offered on Wednesdays only. Employees and participants can register online for both the webinars and seminars. Plan participants interested in an individual consultation, please call us at 212-306-5050 Monday through Friday 9am-5pm.

The Financial Wellness Center

The Financial Wellness Center was established to provide expanded educational seminars for City of New York employees.

In addition to the importance of the Deferred Compensation Plan for supplementing retirement pension income, it was determined that City employees could benefit from learning about other topics that would positively impact their financial well-being.

Financial Wellness Webinars

The New York City Deferred Compensation Plan is pleased to offer webinars to Plan participants and employees.

A webinar is a seminar that is organized via the Internet (seminar + Web). Participants register online, receive a reminder email when the event date gets closer and attend the webinar using a compatible computer or mobile device.

Webinars will be presented by the Plan’s Certified Financial Planner™ professionals who are salaried and do not work on commission or sell any products.

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

View the list of webinars and register to attend

Individual Consultations

The Certified Financial Planner™ professionals of the Financial Wellness Center, also provide individual consultations to Deferred Compensation Plan account owners. A personalized Financial Needs Assessment is provided to the participant at the completion of this 1 ½ hour personalized session.

Learn More About Our Individual Consultation Service

Featured Video: Social Security and Medicare

This is an interactive video. Click on the side menus, when available, to jump to ahead to the Medicare section or back to Social Security.

Register to attend an upcoming Social Security and Medicare webinar