FINANCIAL WELLNESS CENTER

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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 will be required to be worn at all times during your visit.

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January 2023 Calendar

View the Janaury 2023 Financial Wellness Webinar/Seminar calendar (PDF)

Febaruary 2023 Calendar

View the February 2023 Financial Wellness Webinar/Seminar calendar (PDF)

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Upcoming Seminars

Social Security and Medicare 

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

Next Social Security and Medicare: February 1, 2023 

Register

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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.

Next Distribution Planning Seminar: February 8, 2023 

Register

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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.

Next NYCE IRA Seminar: February 15, 2023 

Register

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Tax Planning

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

Next Tax Planning Seminar: Febaruary 22, 2023 

Register