Deferred Comp NYCE IRA Financial Wellness Account Access

FINANCIAL WELLNESS CENTER

Financial Wellness Webinars

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

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 complete list of upcoming webinars and register below.

September 2023 Calendar

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

October 2023 Calendar

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

Estate Planning

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

Thursday September 28, 2023 2:00pm: Register

Thursday October 5, 2023 5:15pm: Register
Tuesday October 17, 2023 11:00am: Register
Monday October 23, 2023 2:00 pm: Register

Eldercare

Learn about the emotional and practical considerations essential for developing a care plan for you or an elderly relative.

Thursday October 26, 2023 2:00pm: Register

College Planning

Learn about the various college savings vehicles and the financial aid process.

Thursday October 5, 2023 10:00am: Register
Tuesday October 17, 2023 3:00pm: Register

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.

Tuesday September 26, 2023 11:00am: Register

Friday October 6, 2023 11:00am: Register
Friday October 27,2023 3:00pm: Register
Monday October 30, 2023 10:00am: Register

Diversified Investing

Learn about types of investments, the benefits of diversification and how to avoid common investment traps.

Monday September 25, 2023 2:00pm: Register

Monday October 2, 2023 2:00pm: Register
Thursday October 12, 2023 10:00am: Register
Friday October 27, 2023 11:00am: Register
Tuesday October 31, 2023 3:00pm: Register

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.

Thursday September 28, 2023 10:00am: Register

Tuesday October 3, 2023 11:00am: Register
Friday October 13, 2023 3:00pm: Register
Monday October 16 2023, 5:15pm: Register

Retirement Planning

Understand the importance of planning for a successful retirement. Learn how DCP can supplement other sources of retirement income.

Monday October 2, 2023 10:00am: Register
Friday October 20, 2023 11:00am: Register
Tuesday October 24, 2023 11:00am: Register
Monday October 30, 2023 5:15pm: Register

Social Security and Medicare

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

Tuesday September 26, 2023 5:15pm: Register

Friday October 6, 2023 3:00pm: Register
Monday October 16, 2023 10:00am: Register
Tuesday October 24, 2023 5:15pm: Register

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.

Monday September 25, 2023 10:00am: Register

Tuesday October 3, 2023 3:00pm: Register
Friday October 13, 2023 11:00am: Register
Monday October 23, 2023 10:00am: Register

Health Benefits Program

Understand the current health plan choices offered for active NYC employees as well as other tax favored benefits.

Friday September 29, 2023 11:00am: Register

Tuesday October 10, 2023 3:00pm: Register
Thursday October 19, 2023 10:00am: Register

Money and Credit

Learn how to make a budget and manage your debt; understand your credit report and credit score.

Friday September 29, 2023 3:00pm: Register

Tuesday October 10, 2023 11:00am: Register
Friday October 20, 2023 3:00pm: Register

Women and Financial Security

The Women and Financial Security webinar provides a place where women can come together and learn to effectively manage their financial needs as they juggle their various roles as mother, wage earner and caregiver.

Thursday October 19, 2023 2:00pm: Register
Thursday October 26, 2023 10:00am: Register

I Recently Retired

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

Thursday October 12, 2023 2:00pm: Register
Tuesday October 31, 2023 11:00am: Register