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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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April 2025 Calendar

View the April 2025 Financial Wellness Webinar/Seminar calendar (PDF)


May 2025 Calendar

View the May 2025 Financial Wellness Webinar/Seminar calendar (PDF)


Financial Planning for You and Your Family

Learn different financial planning concepts and provide a brief discussion of the financial planning process. Understand budgeting techniques, your credit rating and the importance of contributing to the Deferred Compensation Plan.

Financial Planning for You and Your Family seminar: April 23, 2025

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: April 30, 2025 

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.

Distribution Planning Seminar: May 07, 2025 

Social Security and Medicare 

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

Social Security and Medicare Seminar: May 14, 2025 

Basics of Diversified Investing in a Volatile Market

Learn about different types of investments and how diversification can help you better manage market volatility..

Basics of Diversified Investing in a Volatile Market Seminar: May 21, 2025 

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.

NYCE IRA Seminar: May 28, 2025