To request a Seminar be held at one of your Agency worksite locations, please click "Request a Worksite Seminar."
Once your request is received, a representative will contact you within 3-5 business days.
Request a Worksite Seminar
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Seminar Descriptions
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Basics of Diversified Investing
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Learn about types of investments, the benefits of diversification and how to avoid common investing traps. |
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College Planning
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Learn about the various college savings vehicles: grants, scholarships, loans and the financial aid process |
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DCP Basics
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Learn the benefits of participating in the Deferred Compensation Plan. This seminar will go into detail about the differences between the 457 and the 401(k) plans and pre-tax and Roth (after-tax) contributions. An overview of the Plan’s investment options and distribution options will be covered as well. |
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Distribution Planning
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Learn how to manage the risks retirees face and how to develop an action plan. The Plan's distribution options will be highlighted. |
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Eldercare
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Learn about the emotional and practical considerations essential for developing a care plan for you or an elderly relative. |
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Estate Planning
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Learn about the different forms of property ownership, and how assets are transferred to ensure that they reach your intended beneficiaries. |
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Health Benefits for Active NYC Employees
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Understand the current health plan choices offered to NYC employees as well as other tax-favored benefits. |
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I Recently Retired - What Do I Do Now?
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Learn how to identify and manage the various financial and personal issues retirees face. |
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Insurance Planning
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Learn how insurance can protect or reduce out exposure to the various risks we face. |
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Money & Credit
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Learn how to make a budget and manage your debt; understand your credit report and credit score. |
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NYCE IRA
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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. |
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Retirement Planning
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Understand the importance of planning for a successful retirement. Learn how DCP can supplement other sources of retirement income. |
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Social Security & Medicare
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Learn about the various Social Security programs, and the hierarchy of health insurance benefits for City employees. |
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Tax Planning
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Understand the tax benefits of DCP/NYCE IRA, Flexible Spending Programs (Sept.-Nov. enrollment) which can reduce your current and future income taxes; Tax planning and life events will be highlighted. |
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Women's Roundtable
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The Roundtable provides a forum for women to come together and learn to effectively manage their financial needs as they juggle their various roles as mother, wage earner and caregiver. |
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