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.

December 2024 Calendar

View the December 2024 Financial Wellness Webinar/Seminar calendar (PDF)

January 2025 Calendar

View the January 2025 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 December 26, 2024 10:00am: Register

Thursday January 16, 2025 2:00pm: Register
Tuesday January 21, 2025 3:00pm: Register
Friday January 31, 2025 11:00am: Register

Eldercare

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

Thursday January 09, 2025 10:00am: Register
Tuesday January 21, 2025 11:00am: Register

College Planning

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

Friday December 27, 2024 11:00am: Register

Monday January 06, 2025 2:00pm: Register
Tuesday January 28, 2025 11:00am: 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.

Thursday December 26, 2024 2:00pm: Register
Tuesday December 31, 2024 11:00am: Register

Friday January 10, 2025 3:00pm: Register
Tuesday January 14, 2025 5:15pm: Register
Thursday January 30, 2025 10:00am: Register

Diversified Investing

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

Tuesday December 24, 2024 11:00am: Register

Monday January 13, 2025 10:00am: Register
Thursday January 30, 2025 2:00pm: 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.

Friday January 03, 2025 3:00pm: Register
Tuesday January 07, 2025 11:00am: Register
Monday January 27, 2025 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 December 30,2024 2:00pm: Register

Thursday January 02, 2025 10:00am: Register
Monday January 13, 2025 2:00pm: Register
Friday January 24,2025 11:00am: Register

Social Security and Medicare

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

Monday December 23, 2024 2:00pm: Register

Tuesday January 07, 2025 3:00pm: Register
Thursday January 16, 2025 10:00am: Register
Friday January 24, 2025 3:00pm: 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.

Friday December 27, 2024 3:00pm: Register

Thursday January 02, 2025 2:00pm: Register
Friday January 17, 2025 11:00am: Register
Monday January 27, 2025 10:00am: Register

Health Benefits Program

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

Tuesday December 31, 2024 3:00pm: Register

Tuesday January 14, 2025 11:00am: Register
Friday January 31, 2025 3:00pm: Register

Money and Credit

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

Friday January 10, 2025 11:00am: 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 January 09, 2025 5:15pm: Register
Friday January 17, 2025 3:00pm: Register

I Recently Retired

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

Please check back for future webinar dates.

Insurance Planning

Learn how insurance can protect or reduce your exposure to the various risks we face.

Friday January 03, 2025 11:00am: Register
Thursday January 23, 2025 10:00am: Register
Tuesday January 28, 2025 3:00pm: Register

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.

Monday December 30, 2024 10:00am: Register

Monday January 06, 2025 10:00am: Register
Thursday January 23, 2025 2:00pm: Register