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.

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.

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.

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

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.