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FINANCIAL WELLNESS CENTER



Upcoming Seminars

To attend an onsite in-person seminar at 22 Cortlandt Street, 17th floor, you must register online. You will be required to provide ID when checking in at the lobby security desk. A mask or facial covering is not required but recommended.


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July 2026 Calendar

View the July 2026 Financial Wellness Webinar/Seminar calendar (PDF)


I Recently Retired 

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

I Recently Retired Seminar: July 22, 2026 


Estate Planning

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

Estate Planning Seminar: July 29, 2026