Webinars

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.

Register now by selecting your preferred date.

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.

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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.

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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.

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.