Webinars

12:00 p.m. - 1:00 p.m. MST

Learn about the risks that come with investing, ways to manage those risks and how to identify the kind of investor you are to help guide your investment choices.

Register now by selecting your preferred date.

12:00 p.m. - 1:00 p.m. MST

Learn more about the benefits of your City of Phoenix Deferred Compensation plans, your potential retirement savings options, advantages of the plans, and what you need to know about the plans and your money when you retire.

Register now by selecting your preferred date.

10:00 a.m. - 12:00 p.m. MST

Learn about the benefits of your deferred compensation Plans and next steps as you approach retirement. Topics include unused vacation time and sick leave, deferrals, leaving a plan, accessing your account after retirement, diversification, health care expenses, Social Security, financial planning services, and more.

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9:00 a.m. - 4:00 p.m. MST

Learn important information about your pension benefits, your health and dental insurance options, making the best use of your 457 and 401(a) plans, and what to know before filing for Social Security.

Register now by selecting your preferred date.

11:30 a.m. - 1:00 p.m. MST

Deeper insights into the unique challenges women face related to Social Security, as well as health care and long-term care as they prepare for and live in retirement. Explore the changing landscape women face and learn what’s needed to help make the best choices for women and their families.

Register now by selecting your preferred date.

11:30 a.m. - 12:30 p.m. MST

Your legacy is about much more than money however planning how assets will be passed along is important. Join us for a presentation about what to consider as you plan, such as, conducting an inventory of assets, protecting a surviving spouse, designating other beneficiaries, maximizing the tax efficiency of your estate, and helping your heirs avoid income tax shock.

Register by selecting your preferred date.

3:00 p.m. - 4:00 p.m. MST

If you are receiving, or have received, contributions from your City of Phoenix employer for qualified medical expenses in a Post Employment Health Plan, attend this webinar to understand the Plan, how valuable the Plan is, and how you can use the Plan to cover medical expenses after leaving employment.

Register by selecting your preferred date.

11:30 a.m. - 1:00 p.m. MST

Insights into how taxes can impact your retirement plan. Learn how to take a thoughtful approach towards tax efficiency and income planning, information about tax flexibility and bracket placement, along with combinations of income and sequencing strategies.

Register now by selecting your preferred date.

The importance of making estate plans and naming beneficiaries, key estate planning documents like Powers of Attorney, considerations for aging in place, qualifying for a long-term care claim, and connecting with the next generation.

Longevity sounds great, but old age can mean a reduction in independence. In this presentation, we look at the risks associated with aging, the challenges of needing care and how to plan ahead.

Filing for Social Security is one of the most important and complex decisions you will make in your lifetime. There are many factors you must take into consideration and only one chance to get it right. Learn how your Social Security filing decision factors into your broader retirement plan; what you need to know about Social Security; and how to make your Social Security decisions count for you and your family.

As health care costs continue to outpace the rate of inflation, it’s important to understand what you can do now to prepare for the cost of care in retirement. Learn about this important income challenge and how to create a plan.

Learn more how to separate fact from fiction when planning for your retirement.